Profilo
Mr. Wesley A.
Barnes is Financial Advisor & Wealth Advisor at HighTower Advisors LLC.
He joined the firm in October 2008.
He specializes in individual estate planning, investment, retirement, education and tax planning and life and health insurance for professionals and their families.
At Scannell Wealth Management, he prepares a customized wealth management plan for each client and then assists them to proactively implement, monitor and revise the plan as their situation, the economy and tax laws change.
Mr. Barnes rejoined the Scannell team in June 2013 after completing a tour of duty in Afghanistan as a Rifle Platoon Commander with the United States Marine Corps.
Mr. Barnes received his BA in Mathematics from Hanover College.
He is a Certified Financial Planner and a Registered Representative.
He holds Series 7 and Series 66 FINRA securities registrations.
Precedenti posizioni note di Wes Barnes
Società | Posizione | Fine |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestore di Portafoglio-Azioni | - |
Formazione di Wes Barnes
Hanover College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
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