电子邮件 | sma***@***.com | 获取Email |
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电子邮件 | sma***@***.com | 获取Email |
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About our practice: Shorebridge Wealth Management is located on Washington's Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
公司 | Shorebridge Wealth Management, LLC |
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职位 | Managing Director |
地点 | United States |
http://www.linkedin.com/in/win-smathers-620a8110 | |
部门 | |
头衔 | CEO at Shorebridge Wealth Management, LLC |
Shorebridge Wealth Management, LLC Managing Director
2013-06-01 -
Raymond James Registered Principal, Branch Manager
2013-06-01 -
Managing Director
1993-01-01 - 2013-06-01
Managing Director
1993-01-01 - 2013-06-01
Meridian Bank Banking Officer
1990-09-01 - 1993-01-01
Win Smathers 在 Shorebridge Wealth Management, LLC 担任 CEO at Shorebridge Wealth Management, LLC
Win Smathers 在 Shorebridge Wealth Management, LLC 的职位是 CEO at Shorebridge Wealth Management, LLC
Win Smathers 的电子邮件地址是 sma***@***.com
Win Smathers 的电话号码是 -
Win Smathers 的公司电话号码是 +141****
Win Smathers 在 investment management 工作。
Win Smathers 的一些同事包括Win Smathers、Sunny Erdman、Kathleen Kartsonas、Fred MillerAshby Daniels、。
Win Smathers联系方式: 电子邮件地址:sma***@***.com 电话号码:-
Win Smathers 的个人领英是:http://www.linkedin.com/in/win-smathers-620a8110
Win Smathers 的办公地点:600 waterfront dr, pittsburgh, pennsylvania, united states, 15222
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