Wes Burrell Email & Phone Number
Wealth Management Advisor @ Blackbridge Financial
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Wes Burrell Location
- Springfield, MO, US
Wes Burrell Work
- 2020 -now Wealth Management Advisor @
- 2013 -2020 Financial advisor @
Wes Burrell Education
- Southwest Baptist University
Bachelor of Business Administration (BBA)
2008-2012
Wes Burrell Skills
- 401k Rollovers
- Retirement
- Us Treasury Bonds
- Mutual Funds
- Roth IRA
- Profit Sharing
- Microsoft Excel
- Long Term Care Insurance
- Defined Benefit
- Cost Basis
- Municipal Bonds
- 403 b
- Retirement Planning
- Corporate Bonds
- Investor Education
- Bond Unit Investment Trusts
- Accounting
- 457 Plans
- Managed Account Program
- Investment Banking
- Budgets
- 401k
- Tax Estimators
- Saving for Education
- Equities
- Traditional IRA
- Trust Management
- Immediate Annnuities
- Training
- Fixed Annuities
- Bonds
- Estate Considerations
- Fixed Income
Wes Burrell Summary
- Wes Burrell, based in Springfield, MO, US, is currently a Wealth Management Advisor at Blackbridge Financial. Wes Burrell brings experience from previous roles at Edward Jones. Wes Burrell holds a 2008 - 2012 Bachelor of Business Administration (BBA) @ Southwest Baptist University. With a robust skill set that includes 401k Rollovers, Retirement, Us Treasury Bonds, Mutual Funds, Roth IRA and more. Wes Burrell has 1 emails and 2 mobile phone numbers on RocketReach.
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