Mike Stanton, Cfp®

Mike Stanton, Cfp® Email and Phone Number

Managing Director at Alpine Private Wealth @ Alpine Private Wealth
Mike Stanton, Cfp®'s Location
Santa Rosa Beach, Florida, United States, United States
Mike Stanton, Cfp®'s Contact Details

Mike Stanton, Cfp® work email

Mike Stanton, Cfp® personal email

About Mike Stanton, Cfp®

Wealth Management professional with 26 years of experience in Private Banking and Investment Management. Dedicated career focus delivering comprehensive planning exclusively to high and ultra high net worth families.

Mike Stanton, Cfp®'s Current Company Details
Alpine Private Wealth

Alpine Private Wealth

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Managing Director at Alpine Private Wealth
Mike Stanton, Cfp® Work Experience Details
  • Alpine Private Wealth
    Managing Director
    Alpine Private Wealth Jun 2014 - Present
    Sr. Private Advisor responsible for delivering asset management and family office solutions to firm clients. Member of Alpine Private Wealth executive leadership and strategy team. Member of ACR Alpine Capital Research Investment Review Committee.
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  • J.P. Morgan
    Executive Director-Private Banker
    J.P. Morgan Oct 2010 - Jun 2014
    Private Banker and Executive Director for J.P. Morgan Private Bank in St. Louis, Missouri. Responsible for delivering the firm's wealth management capabilities and resources to clients, including financial planning, trust and wealth transfer strategies, private banking and investments.
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  • U.S. Trust, Bank Of America Private Wealth Management
    Private Client Manager
    U.S. Trust, Bank Of America Private Wealth Management Sep 2004 - Oct 2010
    Comprehensive financial planning for high net worth families.
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  • Fidelity Investments
    Financial Representative Iii
    Fidelity Investments Apr 2001 - Sep 2004
    Investment planning for individual investors.
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  • Edward Jones
    Retirement Plan Specialist
    Edward Jones Jul 1999 - Apr 2001
    Provided technical retirement plan education and training for firm wide investment representatives. IRA, Roth IRA, SEP IRA, SIMPLE IRA, 401(k), Profit Sharing, Money Purchase Pension, 403(b), 457 plans. Helped coordinate and provide education for firm's first 529 college savings plan launch.
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  • Morningstar
    Product Support Representative
    Morningstar May 1998 - Jun 1999
    Sales and support of Morningstar investment research including national sales team exhibitor at industry trade shows. Technical education and training of Morningstar data and analysis.
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Mike Stanton, Cfp® Skills

Wealth Management Private Banking Investment Management Wealth Management Services Strategic Financial Planning Private Wealth Management Certified Financial Planner Family Office Asset Management Asset Allocation Equities Retirement Portfolio Management Investments Financial Planning Investment Advisory Investment Strategies

Mike Stanton, Cfp® Education Details

Frequently Asked Questions about Mike Stanton, Cfp®

What company does Mike Stanton, Cfp® work for?

Mike Stanton, Cfp® works for Alpine Private Wealth

What is Mike Stanton, Cfp®'s role at the current company?

Mike Stanton, Cfp®'s current role is Managing Director at Alpine Private Wealth.

What is Mike Stanton, Cfp®'s email address?

Mike Stanton, Cfp®'s email address is mp****@****ail.com

What schools did Mike Stanton, Cfp® attend?

Mike Stanton, Cfp® attended Gies College Of Business - University Of Illinois Urbana-Champaign, College For Financial Planning, Parkway South.

What skills is Mike Stanton, Cfp® known for?

Mike Stanton, Cfp® has skills like Wealth Management, Private Banking, Investment Management, Wealth Management Services, Strategic Financial Planning, Private Wealth Management, Certified Financial Planner, Family Office, Asset Management, Asset Allocation, Equities, Retirement.

Not the Mike Stanton, Cfp® you were looking for?

  • Michael P. Stanton, CFP®

    Michael P. Stanton, CFP®
    Principal At Stanton Financial Planning, Llc
    Greater Chicago Area
    1
    harrisbank.com

    1 +131246XXXXX

  • Michael Stanton, CFP®

    Michael Stanton, CFP®
    Trusted Independent Financial Planner Specialized In Helping Professionals Achieve Their Vision
    Greater Philadelphia
    2
    thrivewealth.com, thrivewealth.com
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