Image of Bart CFP®,CRPC®,CPWA®

Bart CFP®,CRPC®,CPWA®

Senior Resident Director - Wealth Management Advisor, Senior Vice President-Wealth Management

Managing Director/Investments - Stifel

Houston, Texas Area

Section title

Bart CFP®,CRPC®,CPWA®'s Email Addresses & Phone Numbers

About Bart CFP®,CRPC®,CPWA®

Bart was a public accountant before coming to the firm in 1991. His primary role is to organize the group's efforts as well as client development. Bart also helps the team with investment strategy and oversees the wealth management process for the clients but does not give specific tax advice.Senior Resident Director - Wealth Management Advisor, Senior...

Bart CFP®,CRPC®,CPWA®’s Personal Email Address, Business Email, and Phone Number

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Bart CFP®,CRPC®,CPWA®'s Work Experience

Merrill Lynch Wealth Management, Bank of America Corporation

Senior Resident Director - Wealth Management Advisor, Senior Vice President-Wealth Management

September 1991 to Present

Bart CFP®,CRPC®,CPWA®'s Education

Stephen F. Austin State University

Bachelor's Degree

1984 to 1989

Bart CFP®,CRPC®,CPWA®'s Professional Skills Radar Chart

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one billion email addresses Friendly
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About Bart CFP®,CRPC®,CPWA®'s Current Company

Merrill Lynch Wealth Management, Bank of America Corporation

Frequently Asked Questions about Bart CFP®,CRPC®,CPWA®

What company does Bart CFP®,CRPC®,CPWA® work for?

Bart CFP®,CRPC®,CPWA® works for Merrill Lynch Wealth Management, Bank of America Corporation


What is Bart CFP®,CRPC®,CPWA®'s role at Merrill Lynch Wealth Management, Bank of America Corporation?

Bart CFP®,CRPC®,CPWA® is Senior Resident Director - Wealth Management Advisor, Senior Vice President-Wealth Management


What is Bart CFP®,CRPC®,CPWA®'s personal email address?

Bart CFP®,CRPC®,CPWA®'s personal email address is b****[email protected]


What is Bart CFP®,CRPC®,CPWA®'s business email address?

Bart CFP®,CRPC®,CPWA®'s business email addresses are not available


What is Bart CFP®,CRPC®,CPWA®'s Phone Number?

Bart CFP®,CRPC®,CPWA®'s phone +44 ** **** *247


What industry does Bart CFP®,CRPC®,CPWA® work in?

Bart CFP®,CRPC®,CPWA® works in the Financial Services industry.


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