Jim Gebhardt's Location
Lafayette, CA, US
Jim Gebhardt's Work
- President | Wealth Advisor @ GEBHARDT Intralogistics Group
- Vice President - Investments @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
Jim Gebhardt's Education
- University of Rochester
(Economics, Psychology)
1988 - 1992 - Jamesville Dewitt High School1984 - 1988
Jim Gebhardt's Skills
- Strategic Financial Planning
- Investments
- Estate Planning
- Retirement Planning
- Retirement
- Finance
- Portfolio Management
- Financial Advisory
- Financial Services
- Public Speaking
Jim Gebhardt's Summary
Jim Gebhardt, based in Lafayette, CA, US, is currently a President | Wealth Advisor at Gebhardt Group, bringing experience from previous roles at Morgan Stanley and Merrill Lynch. Jim Gebhardt holds a 1988 - 1992 University of Rochester. With a robust skill set that includes Strategic Financial Planning, Investments, Estate Planning, Retirement Planning, Retirement and more, Jim Gebhardt contributes valuable insights to the industry. Jim Gebhardt has 2 emails on RocketReach.
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Chris Loechtenfeldt
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