Leading Financial Consultants of 2018
Discover the top financial consultants of 2018 who excelled in wealth management and investment strategies. These advisors managed billions in assets, tailored strategies to client needs, and significantly impacted wealth creation. Learning about their expertise can help you find the right financial guide for your goals.
Leading Financial Consultants of 2018
Financial consultants are experts who evaluate your income and guide your journey toward wealth accumulation. They possess deep industry knowledge and provide tailored advice on investments and savings strategies. Each advisor understands market trends and recommends options based on individual risk tolerance, goals, and financial status. The size of client portfolios and assets under management can fluctuate over time.
Below is a list of the top 10 financial consultants for 2018:
Jeff Erdmann
Jeff manages Merrill Lynch and is recognized as a leading financial advisor.
His client assets amount to $36.7 million, with total assets under his management reaching $6.2 billion.
Christopher Errico
Christopher oversees UBS Private Wealth Management, handling portfolios from $5 million up to $1 billion. His total manages assets valued at $2 billion.
Brian Pfeifler
Managing Morgan Stanley Private Wealth, Brian’s client portfolios total $50 million, with assets under management at $4 billion.
Andy Chase
Also part of Morgan Stanley Private Wealth, Andy manages $25 million in client assets and oversees total assets of $10.1 billion.
Patrick Dwyer
Patrick works with Merrill Lynch, managing portfolios of $20 million and total assets worth $3.1 billion.
Mark Curtis
Mark is a financial advisor at Graystone Consulting, with client portfolios of $10 million and total assets of $20 billion.
Rod Westmoreland
Rod, part of Merrill Lynch Private Banking and Investment Group, manages portfolios between $10-75 million and holds total assets of $4.5 billion.
Charles Zhang
Charles manages Zhang Financial with portfolios ranging from $1-5 million, totaling $2.6 billion in assets.
Greg Vaughan
Greg works with Morgan Stanley Private Wealth, managing portfolios up to $75 million and assets valued at $15.4 billion.
Robert Skinner
Robert is with First Republic Investment Management, overseeing clients with $100 million portfolios and total assets worth $12.4 billion.
These professionals are renowned for their expertise in managing financial portfolios, significantly impacting clients’ wealth growth. They diligently analyze market movements to optimize profits and support wealth building. Personal financial advisors can also provide tailored guidance to help you achieve financial success.
Note:
The content on this site is compiled from research, data, expert opinions, and statistical information. It may vary depending on individual or institutional specifics. Given the dynamic nature of financial markets, content relevance can change. We do not accept responsibility for potential discrepancies or differing perspectives. Always consult a licensed financial professional before making major financial decisions.
