Wes Kaufman

Fundador en Heartwood Wealth Advisors LLC .

Finance

Perfil

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.

Cargos activos de Wes Kaufman

Empresas	Cargo	Inicio
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.	Fundador	01/02/2013

Todos los cargos activos de Wes Kaufman

Antiguos cargos conocidos de Wes Kaufman.

Empresas	Cargo	Fin
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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Empresas privadas	2
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
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