Luke Ervin Email & Phone Number
Senior Vice President- Wealth Management, USA and Financial Advisor @ UBS Group AG
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Luke Ervin Location
- California, United States
Luke Ervin Work
- 2013 -now Senior Vice President- Wealth Management, USA and Financial Advisor @
- 2005 -2013 Executive Financial Services Director and Financial Advisor @
Luke Ervin Education
- UC San Diego - Beyster Institute
Completion (Training to be an ESOP Professional)
2022-2022 - Appalachian State University
Bachelor of Science Businss Administration (Marketing, Information Systems, International Business)
1998-2002
Luke Ervin Skills
- Alternative Investments
- Estate Planning
- Equity Compensation Planning
- Insurance
- Retirement Planning
- Financial Planning
- Series 3
- Portfolio Management
- Investments
- Mortgage Lending
- Finance
- Exit Strategies
- Asset Allocation
- Investment Advisory
- Strategy
- Cash Flow Management
- Wealth Management
- SAN
- Financial Advisor
- Microsoft Office
- Marketing
- Business Succession Planning
- Financial Analysis
- Wealth Advisor
- Securities Lending
- Long Term Care Planning
- Retirement
- Series 7
- Investment Management
- CIMA
Luke Ervin Summary
- Luke Ervin, based in California, United States, is currently a Senior Vice President- 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 in Training to be an ESOP Professional @ UC San Diego - Beyster Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Equity Compensation Planning, Insurance, Retirement Planning and more. Luke Ervin has 3 emails and 2 mobile phone numbers on RocketReach.
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