Wells Fargo Advisors FINET

Wells Fargo Advisors FINET

I am fully licensed Financial Advisor, in addition to holding all applicable security registrations I am also a Certified Retirement Counselor. I work with a defined group of Qualified Investors. My mission is to provide solutions that are customized for each individual client situation. I focus on providing them with professional skills and knowledge available through various money management programs. Money management programs offer individual security ownership, cost basis record keeping, tax selling requests and the ability to customize an investment portfolio to fit each unique and specific client need and circumstance. The accounts are managed separately not as part of a pooled fund. I have access to an array of resources to help me remain fully invested in my client's success.