Wes Kaufman

Fondatore presso Heartwood Wealth Advisors LLC

Finance

Profilo

Mr. Wesley B.
Kaufman is a Director at Heartwood Wealth Advisors LLC.
Mr. Kaufman was previously employed as a Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc. He is graduated from the United States Naval Academy with a BS degree in English and a minor in French.

Posizioni attive di Wes Kaufman

Società	Posizione	Inizio
Heartwood Wealth Advisors LLC Heartwood Wealth Advisors LLC Investment ManagersFinance Heartwood Wealth Advisors LLC (Heartwood) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Wesley B. Kaufman in 2013. Heartwood provides portfolio management, financial planning, and retirement plan consulting services to high-net-worth individuals, families, employer-sponsored qualified plans, businesses, trusts, and foundations.	Fondatore	01/02/2013

Tutte le posizioni attive di Wes Kaufman

Precedenti posizioni note di Wes Kaufman

Società	Posizione	Fine
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	01/02/2013

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Aziende private

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Società collegate

Aziende private	2
Heartwood Wealth Advisors LLC Heartwood Wealth Advisors LLC Investment ManagersFinance Heartwood Wealth Advisors LLC (Heartwood) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Wesley B. Kaufman in 2013. Heartwood provides portfolio management, financial planning, and retirement plan consulting services to high-net-worth individuals, families, employer-sponsored qualified plans, businesses, trusts, and foundations.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance