Michael West, Cfp® Email and Phone Number
Michael West, Cfp® work email
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Michael West, Cfp® personal email
Michael West, Cfp® phone numbers
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.
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Financial Advisor | CeoWest Wealth Management Sep 2020 - PresentTravelers Rest, South Carolina, UsWest Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC
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First Vice President, Wealth ManagementRaymond James May 2005 - Sep 2020St. Petersburg, Florida, Us -
Vp InvestmentsUbs Feb 1998 - May 2005Zurich, Ch -
Financial AdvisorSmith Barney 1993 - Feb 1998New York, Ny, Us -
Sales ManagerMike Shad Ford Aug 1989 - May 1991One of the sales managers for the Memphis store.
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National Purchasing AgentJones Day Feb 1984 - May 1989Washington, D.C., UsAt 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. -
Vp SalesAlpha 1 Construction Company Sep 1983 - Feb 1985Sold home improvements such as storm windows, siding and room additions
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Special ForcesUs Army Sep 1980 - Sep 1983Arlington, Virginia, UsI 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.
Michael West, Cfp® Skills
Michael West, Cfp® Education Details
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Bob Jones UniversityFinance And Financial Management Services
Frequently Asked Questions about Michael West, Cfp®
What company does Michael West, Cfp® work for?
Michael West, Cfp® works for West Wealth Management
What is Michael West, Cfp®'s role at the current company?
Michael West, Cfp®'s current role is Financial Advisor | CEO at West Wealth Management.
What is Michael West, Cfp®'s email address?
Michael West, Cfp®'s email address is mi****@****mes.com
What is Michael West, Cfp®'s direct phone number?
Michael West, Cfp®'s direct phone number is +186437*****
What schools did Michael West, Cfp® attend?
Michael West, Cfp® attended Bob Jones University.
What skills is Michael West, Cfp® known for?
Michael West, Cfp® has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Securities, Investments, Financial Advisory, Finance, Financial Services, 401k, Qualified Retirement Plans, Simple Ira.
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