Wells Fargo Advisors
- Investment Management
With four decades of experience in the financial services industry I am able to bring a broad perspective to the productive and efficient management of your resources.
My career has included continuous information gathering through assignments in the commercial banking side of the business with specialization in areas of: Retail Banking, Commercial and Mortgage Lending, Private and High Net Worth Banking, Profitability and Productivity Management, and Mergers and Acquisitions. I have risen through the ranks of several national and international banking organizations and successfully served in Senior Management positions, including President of several banks, and President of a multi-bank holding company.
My Wealth Management background includes President of an Investment Advisory firm, and a lengthy career with my present firm which has evolved during my tenure from Wheat, First, Butcher, Singer to Wheat First Union to Wachovia Securities to the current Wells Fargo Advisors.
My goal is that clients feel like when they work with me they feel like they are working with the ''Chief Financial Officer'' for their money management. I prefer to think of myself as a Financial Quarterback to help with their future security and financial confidence.
My Associate(s): Angela Ejsmont, Client Associate
Wells Fargo Advisors, Member SIPC