Stifel | Winter Wealth Management Group in Southlake

Logotipo de Stifel | Winter Wealth Management Group

Horarios de apertura

Lunes: 08:00 - 16:00
Martes: 08:00 - 16:00
Miércoles: 08:00 - 16:00
Jueves: 08:00 - 16:00
Viernes: 08:00 - 16:00

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Registro y adquisición de empresas

Stifel | Winter Wealth Management Group Proveedor de servicios

550 Reserve Street
76092 Southlake

8178653090
robert.winter@stifel.com

Descripción

Stifel | Winter Wealth Management Group offers a complete range of financial services for the high net worth investor located in and around Southlake, Texas. Robert H. Winter, CPWA, Senior Vice President/Investments and Portfolio Manager – Solutions Program, has dedicated nearly 23 years to helping his clients navigate the markets and pursue their financial goals. Phillip Meyer, ChFC, Senior Vice President/Investments and Portfolio Manager – Solutions Program, began his investment industry career in 1998. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs.