Wes is Vice President of Private Wealth Management in our Charlotte, North Carolina office. He provides financial planning advice and customized investment management solutions to High Net Worth clients.
- BS in Marketing, The Pennsylvania State University
- Financial Planning Certification Coursework, Wake Forest University
Designations & Licenses
- Certified Financial Planner (CFP®)
- Series 7, 63, 66
- Life, Health & Annuities License