Atlanta, GA 30327
Fax | 770-731-8504
E-mail | Wesley.firstname.lastname@example.org
Wesley’s vision is to treat his clients just like he would his family. Wesley takes an active role in educating clients about matters concerning retirement; portfolio management and advanced tax planning. His goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding.
Areas of Expertise
- Portfolio Management
- Advanced Tax Planning
- Wealth Management
- Bachelor’s in Finance Degree, Georgia Southern University in 2016
- Certified Financial Planning
- Series 7, 63 held at LPL Financial Services and 65 held through IFG Advisory, LLC.
Outside The Office
Wesley currently lives in Buckhead and likes to spend time with his family and friends. He is very active and likes anything to do with sports whether it is watching Georgia football or participating in softball leagues. He lives for the southern weather and loves to be out in the sun whether it is on a boat or on the beach.
Linea Private Wealth Management and LPL Financial are separate entities.