Heath Bray

Heath Bray Email and Phone Number

Partner at WealthTrust Arizona @ WealthTrust Advisors
scottsdale, arizona, united states
Heath Bray's Location
Scottsdale, Arizona, United States, United States
Heath Bray's Contact Details
About Heath Bray

Heath Bray is a Partner at WealthTrust Arizona at WealthTrust Advisors. He possess expertise in portfolio management, estate planning, finance, financial planning, investments and 26 more skills.

Heath Bray's Current Company Details
WealthTrust Advisors

Wealthtrust Advisors

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Partner at WealthTrust Arizona
scottsdale, arizona, united states
Website:
wealthtrustadvisors.com
Employees:
10
Heath Bray Work Experience Details
  • Wealthtrust Advisors
    Partner
    Wealthtrust Advisors 2014 - Present
    Scottsdale
    View
  • Wealthtrust Arizona
    Vice President, Senior Financial Advisor
    Wealthtrust Arizona 2001 - 2013
    Scottsdale
    WealthTrust-Arizona is a fee-based financial planning firm that specializes in integrating portfolio managent with estate planning for high net worth clients.. “Any views expressed are my own and not those of my employer or any entity affiliated with my employer nor should my participation in LinkedIn be considered an advertisement by my employer of its services.”
  • Charles Schwab
    Financial Advisor, National Business Developement
    Charles Schwab Aug 1998 - Oct 2001
    Phoenix
    Planning and aquisition of high net worth clients and their consolidation within Schwab network.
    View

Heath Bray Skills

Portfolio Management Estate Planning Finance Financial Planning Investments Financial Advisory Business Development Wealth Management Asset Management Strategic Planning Asset Allocation Marketing Alternative Investments Strategic Financial Planning Investment Strategies Mutual Funds Series 7 Retirement Planning Investment Management High Net Worth Individuals Securities Investment Advisory Financial Services Retirement Series 63 401k Fixed Annuities Risk Management Loans Mortgage Lending Fixed Income

Heath Bray Education Details

Frequently Asked Questions about Heath Bray

What company does Heath Bray work for?

Heath Bray works for Wealthtrust Advisors

What is Heath Bray's role at the current company?

Heath Bray's current role is Partner at WealthTrust Arizona.

What is Heath Bray's email address?

Heath Bray's email address is ni****@****ive.com

What is Heath Bray's direct phone number?

Heath Bray's direct phone number is +160279*****

What schools did Heath Bray attend?

Heath Bray attended University Of Arizona.

What are some of Heath Bray's interests?

Heath Bray has interest in Cooking, Exercise, Electronics, Traveling, Home Improvement, Reading, Gourmet Cooking, Sports, Automobiles, Travel.

What skills is Heath Bray known for?

Heath Bray has skills like Portfolio Management, Estate Planning, Finance, Financial Planning, Investments, Financial Advisory, Business Development, Wealth Management, Asset Management, Strategic Planning, Asset Allocation, Marketing.

Who are Heath Bray's colleagues?

Heath Bray's colleagues are Nancy Gastuch, Yvette Fernandez, W T, Mike Bowen, Paul Ahern, Cfp, Chfc, Brent Mcquiston, Cfp®.

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