Profil
Mr. Wesley A.
Barnes is Financial Advisor & Wealth Advisor at HighTower Advisors LLC.
He joined the firm in October 2008.
He specializes in individual estate planning, investment, retirement, education and tax planning and life and health insurance for professionals and their families.
At Scannell Wealth Management, he prepares a customized wealth management plan for each client and then assists them to proactively implement, monitor and revise the plan as their situation, the economy and tax laws change.
Mr. Barnes rejoined the Scannell team in June 2013 after completing a tour of duty in Afghanistan as a Rifle Platoon Commander with the United States Marine Corps.
Mr. Barnes received his BA in Mathematics from Hanover College.
He is a Certified Financial Planner and a Registered Representative.
He holds Series 7 and Series 66 FINRA securities registrations.
Anciens postes connus de Wes Barnes
| Sociétés | Poste | Fin |
|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Wes Barnes
| Hanover College | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
