Henry Milton Ford
Algemeen Directeur bij LifeSteps Financial, Inc.
Profiel
Mr. Henry M.
Ford, Jr., is a Principal & Senior Advisor at LifeSteps Financial, Inc. The LifeSteps Financial team was assembled to provide a client-centric approach and fastidious attention to detail.
Prior to establishing the firm (originally founded as Foothill Financial Advisors) in 2010, Mr. Ford was a Regional Manager with TD Waterhouse, and subsequently with Citigroup Global Markets, where he led one of the highest performing teams in the nation.
During his tenure with these large scale investment banking and institutional securities organizations, he saw how the impersonal side of financial planning can often overshadow personal goals and objectives.
The element of individual client attention was missing due to the hard-charging focus on sales performance.
He knew he could build a team with sound technical expertise and equally engaging interpersonal skills that would put client interests first.
He received his undergraduate degree from the University of Southern California.
Actieve functies van Henry Milton Ford
| Bedrijven | Functie | Begin |
|---|---|---|
LifeSteps Financial, Inc.
 LifeSteps Financial, Inc. Investment ManagersFinance LifeSteps Financial, Inc. (LifeSteps) is an independent, SEC-registered investment advisor headquartered in Claremont, California. The firm was founded by Henry Ford in 2009 as Foothill Financial Advisors, Inc. LifeSteps provides integrated financial planning, financial asset and investment management and family office services to individuals and multi-generational families, business owners and entrepreneurs, professionals and executives, and privately-held businesses. | Algemeen Directeur | 01-01-2009 |
Eerdere bekende functies van Henry Milton Ford
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 31-08-2009 |
TD Waterhouse Group, Inc.
 TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Corporate Officer/Principal | - |
Opleiding van Henry Milton Ford
| University of Southern California | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
LifeSteps Financial, Inc.
LifeSteps Financial, Inc. Investment ManagersFinance LifeSteps Financial, Inc. (LifeSteps) is an independent, SEC-registered investment advisor headquartered in Claremont, California. The firm was founded by Henry Ford in 2009 as Foothill Financial Advisors, Inc. LifeSteps provides integrated financial planning, financial asset and investment management and family office services to individuals and multi-generational families, business owners and entrepreneurs, professionals and executives, and privately-held businesses. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Finance |
