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Mike Stanton Location
Santa Rosa Beach, FL, US
Mike Stanton Work
Managing Director @ (June 2014 - Present)
Executive Director-Private Banker @ (October 2010 - June 2014)
Private Client Manager @ (September 2004 - October 2010)
Financial Representative III @ (April 2001 - September 2004)
Retirement Plan Specialist @ (July 1999 - April 2001)
Product Support Representative @ (May 1998 - June 1999)
Mike Stanton Education
College for Financial Planning
CFP (Financial Planning)
2007-2007
Gies College of Business - University of Illinois Urbana-Champaign
B.S. (Finance)
1994-1998
Parkway South
Mike Stanton Skills
Asset Allocation
Asset Management
Certified Financial Planner
Equities
Family Office
Financial Planning
Investment Advisory
Investment Management
Investment Strategies
Investments
Portfolio Management
Private Banking
Private Wealth Management
Retirement
Strategic Financial Planning
Wealth Management
Wealth Management Services
Mike Stanton Summary
Mike Stanton, based in Santa Rosa Beach, FL, US, is currently a Managing Director at Alpine Private Wealth. Mike Stanton brings experience from previous roles at J.P. Morgan, U.S. Trust, Bank of America Private Wealth Management, Fidelity Investments and Edward Jones. Mike Stanton holds a 2007 - 2007 CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Asset Management, Certified Financial Planner, Equities, Family Office and more. Mike Stanton has 4 emails and 1 mobile phone numbers on RocketReach.
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