Personal Information
Entreprise/Lieu de travail
Naples, Florida Area United States
Profession
Managing Director at Global Wealth Consultants Financial Advisor for High Net Worth People
Secteur d’activité
Finance / Banking / Insurance
À propos
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 ...
Mots-clés
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