Luke Ervin Email & Phone Number
Managing Director - Wealth Management, USA and Financial Advisor @ UBS Group AG
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Luke Ervin Location
- California, United States
Luke Ervin Work
- Managing Director - Wealth Management, USA and Financial Advisor @ (January 2013 - Present)
- Executive Financial Services Director and Financial Advisor @ (March 2005 - January 2013)
Luke Ervin Education
- UC San Diego - Beyster Institute
Completion
2022-2022 - Appalachian State University
Bachelor of Science Businss Administration
1998-2002
Luke Ervin Skills
- Business Succession Planning
- Charitable Giving Strategies
- Corporate Retirement Plans
- Employee Stock Ownership Plans (ESOP)
- Entrepreneurship
- Financial Planning
- Insurance Strategies
- Investment Management
- Lending Solutions
- Long Term Care Planning
- Retirement Planning
- Wealth Management
- Alternative Investments
- Estate Planning
- Equity Compensation Planning
- Insurance
- Series 3
- Portfolio Management
- Investments
- Mortgage Lending
- Finance
- Exit Strategies
- Asset Allocation
- Investment Advisory
- Strategy
- Cash Flow Management
- SAN
- Financial Advisor
- Microsoft Office
- Marketing
- Financial Analysis
- Wealth Advisor
- Securities Lending
- Retirement
- Series 7
- CIMA
Luke Ervin Summary
- Luke Ervin, based in California, United States, is currently a Managing Director - Wealth Management, USA and Financial Advisor at UBS Financial Services, Inc.. Luke Ervin brings experience from previous roles at The La Jolla Group at Morgan Stanley Smith Barney. Luke Ervin holds a 2022 - 2022 Completion @ UC San Diego - Beyster Institute. With a robust skill set that includes Business Succession Planning, Charitable Giving Strategies, Corporate Retirement Plans, Employee Stock Ownership Plans (ESOP), Entrepreneurship and more. Luke Ervin has 3 emails and 2 mobile phone numbers on RocketReach.
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