Financial Consultant at Wachovia Securities
West Palm Beach, Florida Area
Financial Consultant at Wachovia Securities
West Palm Beach, Florida Area
I have over 13 years experience working with high net worth investors in the area of Retirement Income Planning, Lending needs, 401k and pension plan reviews... I am a personal money manager.
Wealth Management, Generational Planning working with a select number of families in the area of growing wealth, distributing wealth in the most tax advantaged manner and detailed Estate Planning.
(Public Company; 10,001 or more employees; WB; Financial Services industry)
November 1995 — Present (13 years 9 months)
1991 — 1995
fishing, golfing, tennis, raquetball
AIPAC