Yuriy Royzman, CIMA

Certified Investment Management Analyst (CIMA®), Wharton School of Business. Member of the Investment Management Consultants Association (IMCA®). I have been working with my clients to help protect their assets and grow their wealth through bear markets, crashes and crises since 1996. My practice is built around retirement & multi-generational wealth planning, asset protection and conservative wealth management. We would oversee full implementation of the plan. We strive to earn your loyalty through hard work, appropriate advice and dedication to developing a long term relationship. My Associate(s): Dana Stewart, Registered Client Associate My Experience • 2017 - Present : Wells Fargo Advisors, Managing Director - Investments • 2010 - 2017 : UBS, First VP - Wealth Management • 2006 - 2010 : Morgan Stanley Smith Barney, First VP - Investments • 1996 - 2006 : Wachovia Securities, VP - Investments • 1993 - 1996 : Petro-Chem Development, Structural Engineer My Education & Credentials • IMCA Certified Investment Management Analyst CIMA® - The Wharton School • Bachelor of Engineering- NYU, Polytechnic School of Engineering • PIM Portfolio Manager • One of Forbes Best-In-State Wealth Advisors for 2024, 2025 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24