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Michael West, Cfp® Email & Phone Number

Financial Advisor | CEO at West Wealth Management
Location: Greenville-Spartanburg-Anderson, South Carolina Area, United States 8 work roles 1 school
1 work email found @raymondjames.com 4 phones found area 864, 816, and 727 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@raymondjames.com
Direct phone (864) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor | CEO
Location
Greenville-Spartanburg-Anderson, South Carolina Area, United States

Who is Michael West, Cfp®? Overview

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Quick answer

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.

Company email context

Email format at West Wealth Management

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*@raymondjames.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael West, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Michael West, Cfp®

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.

Current workplace

Michael West, Cfp®'s current company

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West Wealth Management
West Wealth Management
Financial Advisor | CEO
AeroLeads page
8 roles · 34 years

Michael West, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Ceo

Current

Travelers Rest, South Carolina, Us

West Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC

Sep 2020 - Present

First Vice President, Wealth Management

St. Petersburg, Florida, Us

May 2005 - Sep 2020

Vp Investments

Ubs

Zurich, Ch

Feb 1998 - May 2005

Financial Advisor

New York, Ny, Us

1993 - Feb 1998

Sales Manager

Mike Shad Ford

One of the sales managers for the Memphis store.

Aug 1989 - May 1991

National Purchasing Agent

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.

Feb 1984 - May 1989

Vp Sales

Alpha 1 Construction Company

Sold home improvements such as storm windows, siding and room additions

Sep 1983 - Feb 1985

Special Forces

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.

Sep 1980 - Sep 1983
1 education record

Michael West, Cfp® education

  • Bob Jones University
    Bob Jones University
    Finance And Financial Management Services
FAQ

Frequently asked questions about Michael West, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael West, Cfp® work for?

Michael West, Cfp® works for West Wealth Management.

What is Michael West, Cfp®'s role at West Wealth Management?

Michael West, Cfp® is listed as Financial Advisor | CEO at West Wealth Management.

What is Michael West, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Michael West, Cfp® at West Wealth Management.

What is Michael West, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 864, 816, 727 for Michael West, Cfp® at West Wealth Management.

Where is Michael West, Cfp® based?

Michael West, Cfp® is based in Greenville-Spartanburg-Anderson, South Carolina Area, United States while working with West Wealth Management.

What companies has Michael West, Cfp® worked for?

Michael West, Cfp® has worked for West Wealth Management, Raymond James, Ubs, Smith Barney, and Mike Shad Ford.

How can I contact Michael West, Cfp®?

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.

What schools did Michael West, Cfp® attend?

Michael West, Cfp® holds Bachelor'S Degree, Finance And Financial Management Services from Bob Jones University.

What skills is Michael West, Cfp® known for?

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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