Financial planning

Life Stories

Published December 11, 2014 12:44 PM

|

Updated August 10, 2016 10:58 AM

1 Min Read

Life Stories

TK

Bill Carroll

Head of Investment Solutions, Managing Director
UBS Wealth Management, Americas
Years in Securities Business:

Emily Pitts

General Partner, Inclusion and Diversity
Edward Jones
Years in Securities Business: 30

Sharon Cunningham

Senior Portfolio Management Director and Senior Vice President
The Cunningham Group, Morgan Stanley Wealth Management
Years in Securities Business:24

Amy Sturtevant

Senior Vice President and Branch Manager
RBC Wealth Management
Years in Securities Business: 30

Racquel Oden

Managing Director, Practice Management Development Program
Merrill Lynch
Years in Securities Business:17

Tommy Boyd

Managing Director, Investments
The Boyd Financial Group of Wells Fargo Advisors
Years in Securities Business: 33

Barry Ringelheim

Senior Vice President, Investments
Ringelheim Wealth Management, UBS Financial Services
Years in Securities Business: 46

David Fisher

Managing Director, Investments
Benjamin F. Edwards
Years in Securities Business: 25

Reggie Wilkes

Senior Financial Advisor
Merrill Lynch
Years in Securities Business: 19

Mark Heiden

Managing Director, Investments
Wedbush Securities
Years in Securities Business: 25

Alex Vicencio

Senior VP, Vicencio Wealth Management
Wells Fargo
Years in Securities Business: 16

Robert Schick

Portland Branch Manager
Baird
Years in Securities Business: 29

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