My clients are my passion!When it comes to creating and preserving wealth, as well as boosting income, today's investors aren't just looking for investment vehicles and services; they are looking for a personal understanding of their financial needs and goals. I focus on formulating a personalized strategy appropriate to your needs. I believe in a disciplined, long-term approach to building and preserving wealth.I work hard to understand each individual client's objectives, risk tolerance and comfort level with various types of investments.I educate clients about the value of building a high-quality portfolio, using a number of strategies, as appropriate, including stocks, bonds, mutual funds, annuities, unit investment trusts, FDIC insured certificates of deposit, and other complementary instruments.As a Certified Financial Planner® (CFP), I have completed a rigorous program covering professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, retirement planning, and estate planning, to name a few. I am disciplined in gathering information, applying analysis, implementation, and monitoring recommendations to maximize your portfolio over the long term.I invite you to call or email me today to find out how I can help you work toward your financial objectives. By phone: (800) 285-7116; by email: WDebruyn@rwbaird.com.
Listed skills include Finance, Investments, Portfolio Management, Financial Analysis, and 4 others.
