Top Wealth Management Advisors in Greater Seattle Area
Jennifer Sik, CFP®
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Board Member
Director of Communication
Board Member
Advisory Board Member of Entrepreneurship Center
President
Grant Committee - Work Group Co-chair
Private Banking Officer
Business Banking Manager
Product Manager, Internationalisation
Leadership Tomorrow
Macquarie University
The University of Hong Kong
Recommendations: 12
Leadership Development
Community Engagement
Vision Development
401k
Retirement Solutions
Roth IRA
Retirement Planning
Retirement
j****[email protected]
j****[email protected]
Sarah Archer
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Financial Analyst - Commercial Banking
University of Washington
Recommendations: 0
Retirement Planning
Wealth Management
401k
Strategic Financial Planning
Retirement
Investments
Financial Analysis
Finance
s****[email protected]
Christopher Fuson
Wealth Management Advisor, Vice President
Greater Seattle Area
Wealth Management Advisor, Vice President
University of Southern California
Stadium High School
Stadium High School
Recommendations: 0
c****[email protected]
Corina Davis
Wealth Management Advisor, First Vice President-Wealth Management
Greater Seattle Area
Wealth Management Advisor, First Vice President-Wealth Management
University of Washington
Roosevelt High School
Recommendations: 0
c****[email protected]
Wayne Hampson
Wealth Management Advisor, Managing Director-Wealth Management
Greater Seattle Area
Wealth Management Advisor, Managing Director-Wealth Management
University of Washington
Recommendations: 0
w****[email protected]
Scott Ventoza CIMA MBA
Wealth Advisor, Sr. Portfolio Manager
Greater Seattle Area
Wealth Advisor, Sr. Portfolio Manager
International Wealth Management Advisor
Sales & Operations Manager
Sr Finance Analyst
Boston University - School of Management
University of Pennsylvania - The Wharton School
University of Phoenix
University of Washington, Michael G. Foster School of Business
Recommendations: 0
s****[email protected]
C.W. Middleton, CLU
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Managing Director
Recommendations: 0
Insurance
Investments
Wealth Management
Financial Services
Retirement Planning
Portfolio Management
Mutual Funds
Financial Planning
c****[email protected]
Jennifer Hollenbeck Anker
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Wealth Management Director
Wealth Management Advisor/Individual Consultant
Manager - New Customer Services
Michigan State University
The American College
Recommendations: 0
Retirement Planning
Estate Planning
Financial Planning
Volunteer Coordination
Investment Advisory
Series 7
Series 24
Series 66
j****[email protected]
Dan Kronmal, CFBS
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Financial Advisor
President
Intern
Director of Post
Sales
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Disability Insurance
Life Insurance
401k
Investments
Long Term Care Insurance
Retirement Planning
IRAs
Fixed Annuities
d****[email protected]
Wes Burns CFP®, CLU®,
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
New Student Mentor
Undergraduate Intern
Seattle University
Recommendations: 0
w****[email protected]
Pete AWMA®
Private Wealth Manager
Greater Seattle Area
Private Wealth Manager
Wealth Management Advisor
Point Loma Nazarene University
Recommendations: 0
p****[email protected]
Jens CFA,CFP®,C(k)P®
Wealth Management Advisor, Vice President
Greater Seattle Area
Wealth Management Advisor, Vice President
University of Puget Sound
West Seattle High
Recommendations: 0
j****[email protected]
Jon Vollstedt
Wealth Management Advisor, Vice President
Greater Seattle Area
Wealth Management Advisor, Vice President
Sheldon High School
Recommendations: 0
j****[email protected]
Ross Gooding, MBA
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Regional Director of Branch Development
Regional Director of Recruiting
Associate Vice President
Associate Vice President
Financial Analyst
Wright State University
United States Air Force Academy
La Grande High School
Recommendations: 0
Retirement Planning
Wealth Management
Series 7
Investments
Mutual Funds
Strategic Financial Planning
Portfolio Management
Asset Managment
r****[email protected]
t****[email protected]
Leonard Radziwanowicz
Wealth Management Advisor, Vice President
Greater Seattle Area
Wealth Management Advisor, Vice President
Seattle University
University of New Orleans
US Coast Guard Academy
Recommendations: 0
Financial Advisor
l****[email protected]
Peter Skovron
Vice President & Wealth Management Advisor
Greater Seattle Area
Vice President & Wealth Management Advisor
Member Board of Trustees
Vice President & Relationship Manager
Vice President & Client Manager
University of Washington, Michael G. Foster School of Business
University of Washington
Recommendations: 0
Wealth Management
Loans
Credit
Banking
Private Banking
Financial Analysis
Asset Allocation
Commercial Lending
p****[email protected]
p****[email protected]
