Kenneth Wise Email & Phone Number

Partner, Wealth Advisor @ Touchstone Wealth Partners

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Kenneth Wise Location

Naples, FL, US

Kenneth Wise Work

2026 - now Partner, Wealth Advisor @ Touchstone Wealth Partners
2017 - 2026 Senior Vice President - Wealth Management, Financial Advisor - Touchstone Wealth Partners at UBS @ UBS Group AG
2015 - 2017 Wealth Planning Analyst @ UBS Group AG
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2014 - 2014 Financial Analyst Intern @ UBS Group AG
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2014 - 2014 Business Development Intern @ WooBamboo Eco-Friendly Toothbrush Startup
2013 - 2013 Wealth Management Intern @ Wheatley Wealth Management- AMP Limited
2012 - 2012 Private Wealth Management Intern @ UBS Group AG
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2011 - 2011 Shadow and Research Intern @ Merrill Lynch

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Kenneth Wise Education

The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration (Finance)
2011 - 2015
Australian Summer Global Internship Program (2013)
(International Business/ Global Studies)

Kenneth Wise Skills

Certified Financial Planner
Wealth Management Services
Financial Planning

Series 66
Series 7
Personal Finance

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Kenneth Wise Summary

Kenneth Wise, based in Naples, FL, US, is currently a Partner, Wealth Advisor at Touchstone Wealth Partners. Kenneth Wise brings experience from previous roles at UBS, UBS Wealth Management and WooBamboo Eco-Friendly Toothbrush Startup. Kenneth Wise holds a 2011 - 2015 Bachelor of Science in Business Administration in Finance @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Certified Financial Planner, Wealth Management Services, Financial Planning, Series 66, Series 7 and more. Kenneth Wise has 1 emails and 2 mobile phone numbers on RocketReach.

Kenneth Wise Emails

Found 1 emails

@gmail.com

Kenneth Wise Phone Numbers

Found 6 phone numbers

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Kenneth Wise

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Kenneth Wise Jr

Senior Vice President - iSeries Engineer Manager at Citi

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