Alan Myers

Alan Myers Email and Phone Number

President at Trails Edge Wealth Advisers @ Trails Edge Wealth Advisers
Alan Myers's Location
Greater Chicago Area, United States
About Alan Myers

Alan Myers is a President at Trails Edge Wealth Advisers at Trails Edge Wealth Advisers.

Alan Myers's Current Company Details
Trails Edge Wealth Advisers

Trails Edge Wealth Advisers

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President at Trails Edge Wealth Advisers
Alan Myers Work Experience Details
  • Trails Edge Wealth Advisers
    President
    Trails Edge Wealth Advisers Feb 2020 - Present
    Northbrook, Illinois, United States
    Trails Edge Wealth Advisers is a Registered Investment Adviser firm dedicated to a “client first” Fiduciary role in providing investment advice to a range of individuals and organizations through highly customized portfolios and state-of-the-art technology.
    View
  • Verity Investment Advisers,Llc
    Co-Founder & President
    Verity Investment Advisers,Llc Mar 2019 - Feb 2020
    Chicago, Illinois
  • Wells Fargo Advisors
    Senior Financial Advisor, Managing Director-Investments At Wells Fargo Advisors
    Wells Fargo Advisors Feb 2016 - 2019
    Northbrook, Illinois
  • Credit Suisse Private Banking
    Director
    Credit Suisse Private Banking Nov 2007 - Feb 2016
    Northbrook, Il
  • Deutsche Bank
    Vice President
    Deutsche Bank Jul 2004 - Nov 2007
    Greater Chicago Area
    View
  • Morgan Stanley
    Associate
    Morgan Stanley Apr 2003 - Jul 2004
    Greater Chicago Area
    View

Alan Myers Education Details

Frequently Asked Questions about Alan Myers

What company does Alan Myers work for?

Alan Myers works for Trails Edge Wealth Advisers

What is Alan Myers's role at the current company?

Alan Myers's current role is President at Trails Edge Wealth Advisers.

What schools did Alan Myers attend?

Alan Myers attended Wisconsin School Of Business.

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