As a Wealth Management Associate, Wes ensures your comprehensive financial picture is in focus. Wes works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Wes enjoys building personal relationships with the families we serve and understanding their short and long-term goals. He memorializes those goals and adjusts aspects of their plan as goals shift. His primary goal is to serve as an advocate and formulate worry-free solutions for our clients.
Wes has a breadth of experience in the wealth management industry, having worked for Wells Fargo and Chase in customer service roles and banking roles. Moving from banking to wealth management, Wes went on to work at Equitable Advisors. After Equitable he worked at Bailey Wealth Management in Everett in a more client centric and less sales focused role.
Wes attended Liberty University in Virginia where he earned a bachelor’s degree in Philosophy. Wes has completed his FINRA Series 7, Series 66, and Series 63. Wes most enjoys educating clients on what is available to them as a wealth management client and a top priority is breaking down the complexities of a constantly changing world.
MOST TREASURED THING I OWN
My family is the most treasured thing in my life. My wife and I have a toddler and she keeps us pretty busy!
ONE PIECE OF ADVICE
The best piece of advice I’ve heard recently is “invest in yourself” and it comes from Warren Buffett. And for me that means reading, exercising, and working on the CFP designation.
I like to read books, exercise, play board games, and hang out with my friends and family.