Kris Krauszer Email & Phone Number
Wealth Advisor, Director @ BakerAvenue Wealth Management
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Kris Krauszer Location
- Lake Mary, FL, US
Kris Krauszer Work
- 2023 -now Wealth Advisor, Director @
- 2022 -2023 Director of Strategic Partnerships and Investor Success @
- 2017 -2022 Vice President and Wealth Management Advisor and Private Wealth Management @
- 2012 -2017 Vice President and Financial Consultant @
- 2008 -2012 Financial Advisor @
- 2005 -2008 Financial Advisor @
- 2000 -2005 Senior Trust Administrator and Investment Officer @ Morgan Stanley Trust
- 1999 -2000 Client Relationship Associate @
Kris Krauszer Education
- Clemson University
Bachelor of Science - BS (Finance and Financial Management Services)
Kris Krauszer Skills
- Personal Trust Administration
- Client Services
- Risk Management
- Retirement Income Strategies
- Investment Strategies
- Tax-Efficient Investment Strategies
- Comprehensive Wealth Management
- Investment Strategy
- Tax-advantaged Investment Strategies
- Income Strategies
- Relationship-Based Client Service
- Estate Planning Consultation
- Wealth Management
- Investments
- Asset Allocation
- Retirement Planning
- Financial Advisory
Kris Krauszer Summary
- Kris Krauszer, based in Lake Mary, FL, US, is currently a Wealth Advisor, Director at BakerAvenue Wealth Management. Kris Krauszer brings experience from previous roles at Integrity Holdings Group, LLC, Fidelity Investments and Wells Fargo Advisors. Kris Krauszer holds a Bachelor of Science - BS in Finance and Financial Management Services @ Clemson University. With a robust skill set that includes Personal Trust Administration, Client Services, Risk Management, Retirement Income Strategies, Investment Strategies and more. Kris Krauszer has 1 emails and 8 mobile phone numbers on RocketReach.
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