Worth Trainor Email & Phone Number
Managing Director @ Three Bridges Planning
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Worth Trainor Location
- Stuart, FL, US
Worth Trainor Work
- 2026 -now Managing Director @
- 2024 -2026 Managing Director @
- 2014 -2024 Sr. Vice President - Wealth Management at UBS Financial Services Inc. @
- 2000 -2014 Vice President Investments @
- 1996 -2000 Vice President investments @
Worth Trainor Education
- Florida State University
(Business Administration and Management, General)
1991-1993 - Martin County High School 1984-1987
Worth Trainor Skills
- Estate Planning
- FINRA
- Financial Modeling
- Capital Markets
- Project Management
- Investments
- Banking
- Marketing
- Finance
- 401k
- Financial Services
- Equities
Worth Trainor Summary
- Worth Trainor, based in Stuart, FL, US, is currently a Managing Director at Three Bridges Planning. Worth Trainor brings experience from previous roles at Kestra Private Wealth Services, UBS, Wells Fargo Advisors and Legg Mason. Worth Trainor holds a 1991 - 1993 Florida State University. With a robust skill set that includes Estate Planning, FINRA, Financial Modeling, Capital Markets, Project Management and more. Worth Trainor has 2 emails and 1 mobile phone numbers on RocketReach.
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