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Perfil
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.
Antiguos cargos conocidos de Wes Barnes.
| Empresas | Cargo | Fin |
|---|---|---|
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestor de Cartera-Acciones | - |
Formación de Wes Barnes.
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2
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2
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Hanover College
 Hanover College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
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