Personal Information
Organización/Lugar de trabajo
Naples, Florida Area United States
Ocupación
Managing Director at Global Wealth Consultants Financial Advisor for High Net Worth People
Sector
Finance / Banking / Insurance
Sitio web
http://www.globalwealthconsultants.com
Acerca de
Decade of professional Investment experience in wealth management industry
Private banking services background with banking team
Involved in community of Financial Planners for Financial planning practice
I am responsible for defining the client relationship, gathering information, setting goals & expectations, analyzing the current financial status, developing and communicating recommendations, and the implementation and monitoring recommendations over time.
I manage a wealth management firm for successful individuals & high net worth clients. I provide fiduciary investment advisory, financial planning, and generational wealth transfer services for affluent individuals, high net worth ...
Etiquetas
financial plan
financial planning
chfc
clu
cfp
estate planning
tax plan
estate plan
financial services
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