Michael Sierra Email & Phone Number
Senior Vice President - Senior Investment Advisor @ Monticello Wealth Management
Michael Sierra's Location
San Antonio, TX, US
Michael Sierra's Work
- Senior Vice President - Senior Investment Advisor @ Monticello Wealth Management
- Senior Vice President @ First Financial Trust & Asset Management Company
- Vice President - Senior Trust Officer @ Argent Trust Company
- Associate Attorney @ Osborne Helman Knebel & Deleery, LLP
- Associate Attorney @ Ryan Sanders & Gluth, LLP
Michael Sierra's Education
- Texas Tech University School of Law
Doctor of Law (J.D.)
2003 - 2006 - Texas Tech University
Master of Science (M.S.) (Personal Financial Planning)
2004 - 2006 - Southwestern University
Bachelor of Arts (B.A.)
1996 - 1998
Michael Sierra's Skills
- Legal Writing
- Financial Planning
- Estate Planning
- Wealth Management
- Due Diligence
- Corporate Governance
- Risk Management
- High Net Worth Individuals
- Investment Strategies
- Investment Management
Michael Sierra's Summary
Michael Sierra, based in San Antonio, TX, US, is currently a Senior Vice President - Senior Investment Advisor at 1900 Wealth, bringing experience from previous roles at First Financial Trust & Asset Management Company, Argent Trust Company, Osborne Helman Knebel & Deleery, LLP and Ryan Sanders & Gluth, LLP. Michael Sierra holds a 2003 - 2006 Doctor of Law (J.D.) @ Texas Tech University School of Law. With a robust skill set that includes Legal Writing, Financial Planning, Estate Planning, Wealth Management, Due Diligence and more, Michael Sierra contributes valuable insights to the industry. Michael Sierra has 1 email and 1 mobile phone number on RocketReach.
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