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
- Wealth Advisor, Director @ (March 2023 - Present)
- Director of Strategic Partnerships and Investor Success @ (March 2022 - March 2023)
- Vice President and Wealth Management Advisor and Private Wealth Management @ (March 2017 - March 2022)
- Vice President and Financial Consultant @ (January 2012 - March 2017)
- Financial Advisor @ (August 2008 - January 2012)
- Financial Advisor @ (March 2005 - August 2008)
- Senior Trust Administrator and Investment Officer @ Morgan Stanley Trust (August 2000 - March 2005)
- Client Relationship Associate @ (June 1999 - August 2000)
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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