Blake Freeman

Blake Freeman Email and Phone Number

Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Blake Freeman's Location
Park City, Utah, United States, United States
Blake Freeman's Contact Details

Blake Freeman personal email

About Blake Freeman

Husband, Father of 6, Financial Advisor.As a financial advisor, my focus is on serving ultra-high net worth individuals, and multi-generational family offices. In serving these clients for well over a decade, I understand that managing significant wealth requires a unique approach, and I have the expertise to provide tailored solutions that align with my clients’ financial objectives. I work closely with each client to gain a deep understanding of their individual circumstances, priorities, and goals, enabling me to create a customized Investment plan that addresses their unique needs.My experience and deep knowledge allow me to provide strategic guidance on investment management, tax planning, risk management, and wealth preservation. I am committed to providing excellent communication and exceptional service, ensuring that my clients have the information and support they need to make informed decisions about their financial future. This information is intended for use by residents of AZ, CA, CO, GA, ID, IN, NV, TN, TX, and UT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Blake Freeman's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Blake Freeman Work Experience Details
  • Wells Fargo Advisors
    Senior Financial Advisor, Vice President- Investments
    Wells Fargo Advisors Apr 2022 - Present
    Park City, Utah, United States
    As a financial advisor, my focus is on serving ultra-high net worth individuals, and multi-generational family offices. In serving these clients for well over a decade, I understand that managing significant wealth requires a unique approach, and I have the expertise to provide tailored solutions that align with my clients’ financial objectives. I work closely with each client to gain a deep understanding of their individual circumstances, priorities, and goals, enabling me to create a customized investment plan that addresses their unique needs.My experience and deep knowledge allow me to provide strategic guidance on investment management, tax planning*, risk management, and wealth preservation. I am committed to providing excellent communication and exceptional service, ensuring that my clients have the information and support they need to make informed decisions about their financial future. * Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
  • Morgan Stanley
    Vice President, Financial Advisor
    Morgan Stanley Aug 2016 - Apr 2022
    Folsom, Ca
  • Jpmorgan Chase & Co.
    Vice President, Financial Advisor
    Jpmorgan Chase & Co. Dec 2014 - Sep 2016
    Folsom, Ca
  • Morgan Stanley
    Financial Advisor, Private Wealth Management
    Morgan Stanley Jun 2013 - Nov 2014
    Menlo Park, Ca
  • Waddell & Reed
    Financial Advisor, Advisor Associate
    Waddell & Reed Aug 2011 - Jun 2013
    Campbell, Ca

Blake Freeman Education Details

Frequently Asked Questions about Blake Freeman

What company does Blake Freeman work for?

Blake Freeman works for Wells Fargo Advisors

What is Blake Freeman's role at the current company?

Blake Freeman's current role is Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisors.

What is Blake Freeman's email address?

Blake Freeman's email address is bl****@****ail.com

What schools did Blake Freeman attend?

Blake Freeman attended Cal Poly.

Who are Blake Freeman's colleagues?

Blake Freeman's colleagues are Jp Decker, Lisa Hitchcock, Courtney Smith, Heather May, Jon Oliva, Megan Breneman, Antonio Gurrera Cfp®.

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