Keith Clark

Keith Clark Email and Phone Number

Retired @ Winter Garden, FL, US
Winter Garden, FL, US
Keith Clark's Location
Orange County, California, United States, United States
About Keith Clark

My mission is to help grow and preserve multi-generational wealth for high net-worth investors, while assisting them in building a meaningful legacy.With more than 35 years of experience in the financial services industry, I am able to provide my clients with professional high touch services that focus on meeting their needs. My team and I have unlimited access to many resources that help our clients in the implementation of sound financial strategies. As the team’s PIM Portfolio Manager—a designation earned by less than 10 percent of Wells Fargo’s advisors—my motto has become, “People, Portfolios, and Passion.”I live in Rancho Santa Margarita with my wife, Lourinda. We have two sons, Devin and Bryan, who are also married. My wife and I are active in our church and the Porsche Club of America, and we both enjoy hiking and traveling.CA Insurance License Number # 0A72698. Resident state CA.This information is intended for use by residents of ID, AZ, CA, CO, HI, IA, IL, WA, OR, TX 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.

Keith Clark's Current Company Details
Freelance

Freelance

Retired
Winter Garden, FL, US
Keith Clark Work Experience Details
  • Freelance
    Retired
    Freelance
    Winter Garden, Fl, Us
  • Clark Stoddard Wealth Advisory Group Of Pelorus Capital Management; Wells Fargo Adv. Fin'L Network
    Director - Senior Pim Portfolio Manager
    Clark Stoddard Wealth Advisory Group Of Pelorus Capital Management; Wells Fargo Adv. Fin'L Network Oct 2019 - Present
    Irvine, California
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jan 2009 - Oct 2019
    As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market professionals -- I can help you make informed investment decisions based on your specific needs. Contact me if you'd like me to help you develop strategies for meeting your financial goals.Wells Fargo… Show more As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market professionals -- I can help you make informed investment decisions based on your specific needs. Contact me if you'd like me to help you develop strategies for meeting your financial goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC. Show less
  • Morgan Stanley Wealth Management
    Senior Vice President
    Morgan Stanley Wealth Management 1984 - Jan 2009
    Specialties: Retirement Planning, Investment Advisory, Portfolio Management and Wealth Management.

Keith Clark Skills

Financial Advisory Financial Modeling Investments Microsoft Excel Finance Economics Mergers And Acquisitions Wealth Preservation Planning Strategic Planning Financial Analysis Insurance Wealth Retirement Planning Securities Access Budgets

Keith Clark Education Details

Frequently Asked Questions about Keith Clark

What company does Keith Clark work for?

Keith Clark works for Freelance

What is Keith Clark's role at the current company?

Keith Clark's current role is Retired.

What is Keith Clark's email address?

Keith Clark's email address is ke****@****aol.com

What is Keith Clark's direct phone number?

Keith Clark's direct phone number is +181873*****

What schools did Keith Clark attend?

Keith Clark attended California State University, Fullerton.

What are some of Keith Clark's interests?

Keith Clark has interest in Electronics.

What skills is Keith Clark known for?

Keith Clark has skills like Financial Advisory, Financial Modeling, Investments, Microsoft Excel, Finance, Economics, Mergers And Acquisitions, Wealth Preservation Planning, Strategic Planning, Financial Analysis, Insurance, Wealth.

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