Financial Advisor | Ceo
CurrentWest Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC
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@raymondjames.com
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4 phones found area 864, 816, and 727
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Michael West, Cfp® is listed as Financial Advisor | CEO at West Wealth Management, based in Greenville-Spartanburg-Anderson, South Carolina Area, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 864, 816, 727, and a matched LinkedIn profile for Michael West, Cfp®.
Michael West, Cfp® previously worked as First Vice President, Wealth Management at Raymond James and VP Investments at Ubs. Michael West, Cfp® holds Bachelor'S Degree, Finance And Financial Management Services from Bob Jones University.
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AeroLeads found 1 current-domain work email signal for Michael West, Cfp®. Compare company email patterns before reaching out.
With over three decades of astute financial expertise and ten years as a CERTIFIED FINANCIAL PLANNER™ professional, I steer a dynamic team at West Wealth Management, a distinguished private wealth advisory practice under Ameriprise Financial, LLC. Our mission is to craft comprehensive financial strategies that transcend mere plans, charting a course towards the retirement dreams of our clients. We specialize in curating investment portfolios strategically aligned with tax-efficient vehicles, ensuring robust diversification for long-term prosperity.My journey in leadership commenced in the 1980s as a Green Beret with the 5th Special Forces group at Ft. Bragg NC. Beyond my military tenure, I’ve carried forth this leadership ethos by actively engaging in various community initiatives, sitting on boards, and wholeheartedly supporting charitable organizations such as Meals on Wheels, Junior Achievement, GFA Missions, and the Greenville Sertoma Club. My passion extends to mentorship, having guided and nurtured over 30 individuals through internship and development programs.Away from the office, I enjoy spending time with my 8 children, 5 grandchildren, and lovely wife of 40 years. We enjoy working in our yard as a family and are avid travelers!https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Listed skills include Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, and 11 others.
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Travelers Rest, South Carolina, Us
West Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC
One of the sales managers for the Memphis store.
Washington, D.C., Us
At the time of my employment Jones Day was the second largest law firm in the world. Using my skills as a supply specialist in the Army I developed the first national purchasing department based out of the Dallas TX office and implemented cost savings in the areas of: office supplies, equipment purchases, and maintenance agreements.
Sold home improvements such as storm windows, siding and room additions
Arlington, Virginia, Us
I served with the 5th Special Forces group at Ft. Bragg NC. I was also attached to the 9th Airborne Division while it was in Vecenzia Italy. I managed supplies and maintained the weaponry.
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Michael West, Cfp® works for West Wealth Management.
Michael West, Cfp® is listed as Financial Advisor | CEO at West Wealth Management.
AeroLeads has found 1 work email signal at @raymondjames.com for Michael West, Cfp® at West Wealth Management.
AeroLeads has found 4 phone signal(s) with area code 864, 816, 727 for Michael West, Cfp® at West Wealth Management.
Michael West, Cfp® is based in Greenville-Spartanburg-Anderson, South Carolina Area, United States while working with West Wealth Management.
Michael West, Cfp® has worked for West Wealth Management, Raymond James, Ubs, Smith Barney, and Mike Shad Ford.
You can use AeroLeads to view verified contact signals for Michael West, Cfp® at West Wealth Management, including work email, phone, and LinkedIn data when available.
Michael West, Cfp® holds Bachelor'S Degree, Finance And Financial Management Services from Bob Jones University.
Michael West, Cfp® is listed with skills including Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Securities, Investments, Financial Advisory, and Finance.
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