Eric Bost work email
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Manage the financial affairs of selected families to help them build and maintain their lifestyle.I am also particularly interested in assisting families that are coping with Alzheimer's Disease and related dementia, and can provide comprehensive planning in all aspects of their financial and non-financial life.Areas of focus: Wealth planning; asset allocation; alternative investments such as hedge funds, private equity, structured products and managed futures; asset preservation strategies. PIM Portfolio Manager. This information is intended for use by residents of AZ, CA, CO, DC, GA, IL, MA, MD, ME, MI, MT, NC, NY, OH, OR, PA, SC, TX, VA, and WV only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Lii Wealth Management, Llc
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President, Financial AdvisorLii Wealth Management, Llc May 2020 - PresentAshburn, Virginia, United States
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Financial Advisor, Vice PresidentMorgan Stanley Jun 2010 - May 2020Disclosures: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
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Client Advisor, Vice PresidentDeutsche Bank Sep 2006 - Jun 2010Manage the financial affairs for a select number of families.
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Vice President, Regional ManagerMerrill Lynch Feb 2004 - Sep 2006Mid-Atlantic Regional Manager for ML Alternative Investments
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Vice PresidentGoldman Sachs Asset Management Mar 1998 - Jun 2001
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Vice PresidentFidelity Investments 1990 - 1998
Eric Bost Education Details
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University Of ChicagoFinance, Economics -
West Virginia UniversityMarketing -
Monessen High School
Frequently Asked Questions about Eric Bost
What company does Eric Bost work for?
Eric Bost works for Lii Wealth Management, Llc
What is Eric Bost's role at the current company?
Eric Bost's current role is Managing Director, Financial Advisor, at LII of Seventy2 Capital Wealth Management, LLC.
What is Eric Bost's email address?
Eric Bost's email address is er****@****ley.com
What is Eric Bost's direct phone number?
Eric Bost's direct phone number is +170399*****
What schools did Eric Bost attend?
Eric Bost attended University Of Chicago, West Virginia University, Monessen High School.
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Eric Bost
Deputy Director At Borlaug Institute For International Agriculture And Development Texas A&M University SystemCollege Station, Tx1yahoo.com -
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