Kim Morrow
Gestore di Portafoglio-Azioni presso Argent Wealth Management LLC
Profilo
Ms. Kimberly S.
Morrow is a Senior Financial Advisor at Argent Wealth Management LLC.
Her areas of expertise include portfolio management, tax planning, tax preparation and financial planning.
She earned her Bachelor of Science degree in Accounting and Marketing at Northeastern University in Boston.
She earned her Certificate in Financial Planning from Boston University.
Posizioni attive di Kim Morrow
| Società | Posizione | Inizio |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestore di Portafoglio-Azioni | 01/01/2000 |
Formazione di Kim Morrow
| Northeastern University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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