Kim Morrow
Portefeuillebeheerder-Aandelen bij Argent Wealth Management LLC
Profiel
Ms. Kimberly S.
Morrow is a Senior Financial Advisor at Argent Wealth Management LLC.
Her areas of expertise include portfolio management, tax planning, tax preparation and financial planning.
She earned her Bachelor of Science degree in Accounting and Marketing at Northeastern University in Boston.
She earned her Certificate in Financial Planning from Boston University.
Actieve functies van Kim Morrow
| Bedrijven | Functie | Begin |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-01-2000 |
Opleiding van Kim Morrow
| Northeastern University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
