Financial Advisors for Clients 45 54
Showing 49-56 of 300 advisors
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Williamsburg, VA
Joseph Montgomery
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningEndowments & CharitiesUltra High Net Worth Planning+4
Typical Clientele
High Net Worth IndividualsInheritors+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
51 years
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Lebanon, PA
Zachary Yocum
Wells Fargo Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionRetirement Income
Typical Clientele
High Net Worth IndividualsRetirees+3
Pricing Model:
Fees Information
Number of Clients
525
Years of Experience:
N/A
Virginia Beach, VA
Tyler Summers
Wells Fargo Advisors
Specialties and Expertise
Cash Flow AnalysisPortfolio ConstructionRetirement Income+4
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
220
Years of Experience:
5 years
Red Bank, NJ
Dominick Giovannone
Seventy2 Capital
Specialties and Expertise
Portfolio ConstructionBusiness Ownership StrategiesCash Flow Analysis+4
Typical Clientele
Business OwnersRetirees+5
Pricing Model:
Fees Information
Number of Clients
100
Years of Experience:
30 years
Bristol, VA
Gregory Boggs
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesCash Flow Analysis+5
Typical Clientele
Business OwnersDentists+6
Pricing Model:
Fees Information
Number of Clients
250
Years of Experience:
24 years