W. West Email & Phone Number
Senior Financial Advisor - Managing Director-Investments at the West Hoffman Investment Group @ Wells Fargo Advisors
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W. West Location
- Virginia Beach, VA, US
W. West Work
- 2020 -now Senior Financial Advisor - Managing Director-Investments at the West Hoffman Investment Group @
- 2014 -2020 Senior Vice President-Investments @
- 2006 -2014 Senior Vice President-Investments @ The Alcaraz Mercadante West Investment Group of Wells Fargo Advisors
- 1988 -2006 Senior Vice President-Investments @ Morgan Stanley Smith Barney
W. West Education
- University of Virginia
Bachelor of Arts (B.A.) (History)
1980-1984
W. West Skills
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Investments
- Equities
- Wealth Preservation Planning
- Fixed Income
- Leadership
- Series 63
- Marketing
- Asset Management
- Finance
- Investment Management
W. West Summary
- W. West, based in Virginia Beach, VA, US, is currently a Senior Financial Advisor - Managing Director-Investments at the West Hoffman Investment Group at Wells Fargo Advisors. W. West brings experience from previous roles at The West Hoffman Investment Group of Wells Fargo Advisors, The Alcaraz Mercadante West Investment Group of Wells Fargo Advisors and Morgan Stanley Smith Barney. W. West holds a 1980 - 1984 Bachelor of Arts (B.A.) in History @ University of Virginia. With a robust skill set that includes Asset Allocation, Financial Advisory, Investment Strategies, Investments, Equities and more. W. West has 1 mobile phone numbers on RocketReach.
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