Wells Fargo Advisors
Financial Advisor | Kinnear Family Wealth Management Group
William Blair Jun 2015 - Apr 2018
Private Wealth Management
Education:
Florida State University 2007 - 2011
Bachelors, Bachelor of Science, Political Science and Government, Political Science, Government
New Trier High School
Skills:
Wealth Management Investments Portfolio Management Multigenerational Wealth Transfer Estate Investment Planning Strategic Philanthropy Legacy Transfer Strategies Tax Efficient Investing Asset Allocation Strategies Business Owner Planning