Bruce

  In Bruce 

We have had people ask – if there was a list of wealth managers – the answer is “No” – there is no list – first of all Wealth Managers work for different banks…the wealth management side of it – is something you will get familiar with at the exchange – I expect you to be introduced – possibly to one or two wealth managers but it is a “follow-up” type appointment –  it is a follow-up appointment / visit – with that wealth team…you will have plenty of time to find the wealth manager that you can get along with and resonate with.

Tags: /