Associate Advising Representative (Associate Portfolio Manager), Asset Management & Private Wealth
In his two-decade long career in financial services, Wes has enjoyed helping his clients grow their net worth and focus on becoming financially independent. His area of specialty is in employing readily available financial tools to help his clients generate above average, tax efficient returns while protecting their investment portfolios from potential downside volatility. To this day, Wes still enjoys learning as much as he can by actively taking courses to increase his knowledge in all areas of investing and is an avid reader. He uses this knowledge to stay current in an ever-changing environment so he can continue to help his clients grow their wealth.
Are you seeking a partnership that aligns with your values and investment goals? QVest is here to explore the possibilities with you. Share your vision with us and let’s schedule a conversation. Submit your email below to start a dialogue on how we can grow together.
Contact Us Today