We moved to Wells Fargo Advisors after nineteen years at Morgan Stanley and 17 years at a small local bank that you might remember, Mark Twain. Greg was series 7 registered in 1985 and Traci in 1993. They both grew up and live in St. Louis with their 2 girls Carlye and Lexie. Traci went on to complete her MBA from Washington University. Greg’s degree is in education and he actually taught in St. Louis City school district for a short time.
We feel our strengths are communicating with both spouses and analyzing our clients concerns regarding each state of life’s financial challenges. We manage your investments like we manage our own with a focus on conservative growth. The various professionals that we work with have found us extremely helpful with both personal and business needs.
Should you find this information about us meets some of your thoughts on who you would like as an investment advisor don’t hesitate to call. We would love to see if there is a good “fit” for both you and us.