Wes Barton

Wes Barton Email and Phone Number

Your Business Development Partner @ The Blueprint Insurance Services
Scottsdale, AZ, US
Wes Barton's Location
Scottsdale, Arizona, United States, United States
Wes Barton's Contact Details
About Wes Barton

Synchronize provides unique and comprehensive business solutions for independent financial advisors and firms. By offering a multitude of solutions in one place, Synchronize is designed to be one partner that understands your business and provides comprehensive advice and solutions to help protect, manage, and grow your business. Having expertise and resources, Synchronize helps financial professionals efficiently address their most pressing concerns and goals. Our in-house solutions, include:- Strategic Business Planning- Insurance Sync™ - A program to integrate insurance solutions like life insurance, long-term care, and annuities into your client offering.- Business Protection Insurance like E/O and Cyber- RIA ONE™ - A membership program designed specifically for RIA firms.- Back-office support - Transitioning advisor Support- And more!Our process starts with a thoughtful discovery conversation to understand and assess your business needs. To learn more, please visit www.mysynchronize.com.Important Disclosure: Synchronize was formed by Lockton Affinity, an affiliate of Lockton Companies, the world’s largest privately held, independent insurance broker. Synchronize brings together four companies that specialize in the financial advisor industry – Lockton Affinity, SBG, Freedom Partners and The BluePrint Insurance Services.Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.”

Wes Barton's Current Company Details
The Blueprint Insurance Services

The Blueprint Insurance Services

View
Your Business Development Partner
Scottsdale, AZ, US
Wes Barton Work Experience Details
  • The Blueprint Insurance Services
    Your Business Development Partner
    The Blueprint Insurance Services
    Scottsdale, Az, Us

Wes Barton Skills

Investments Asset Management Financial Services Equities Trading Banking Series 7 Sales Portfolio Management Options Marketing Investment Strategies Business Development Mutual Funds Capital Markets Fixed Income Financial Analysis Marketing Strategy Series 63 Business Analysis Trading Systems Asset Managment Business Strategy Strategic Partnerships

Frequently Asked Questions about Wes Barton

What company does Wes Barton work for?

Wes Barton works for The Blueprint Insurance Services

What is Wes Barton's role at the current company?

Wes Barton's current role is Your Business Development Partner.

What is Wes Barton's email address?

Wes Barton's email address is we****@****hoo.com

What skills is Wes Barton known for?

Wes Barton has skills like Investments, Asset Management, Financial Services, Equities, Trading, Banking, Series 7, Sales, Portfolio Management, Options, Marketing, Investment Strategies.

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