Total Wealth Planning & Management
Financial Advisor
Beverly Hillsl Wealth Management Beverly Hills Ca
Vice President, Wealth Manager
Wells Fargo Advisors Financial Network Bmg Financial Oct 2010 - Oct 2012
Senior Financial Advisor
Morgan Stanley Oct 2004 - Oct 2010
Second Vice President Wealth Management
Morgan Stanley 1986 - 2004
Associate Vice President - Investments
Education:
Duke University 1958 - 1962
Bachelors, Bachelor of Arts, Business Administration
Skills:
Series 7 Financial Analysis Finance Strategic Planning Retirement Planning Wealth Management Series 63 Asset Allocation Mutual Funds Investment Advisory Investments Retirement Strategic Financial Planning Microsoft Excel Securities Portfolio Management Customer Service New Business Development Asset Managment Account Management Financial Advisory Financial Planning Finra Series 65 Asset Management Equities Microsoft Office Financial Services Management Insurance
Oak Hill Elementary School Scarborough ME 1986-1989, Wentworth Intermediate School Scarborough ME 1989-1992, Meridian Charter High School Meridian ID 1994-1996