Talk of The Villages Florida - View Single Post - Charles Schwab
Thread: Charles Schwab
View Single Post
 
Old 08-06-2024, 11:00 AM
Grill Meister Grill Meister is offline
Senior Member
Join Date: Mar 2009
Location: Liberty Park
Posts: 219
Thanks: 2
Thanked 116 Times in 56 Posts
Send a message via AIM to Grill Meister Send a message via Yahoo to Grill Meister
Default

I highly recommend Kenneth Scott Wingerter, who is VP with Charles Schwabb. Kenneth has been my financial consultant for many years and has consistently brought me increased portfolio value. I would recommend you give him a call and make your decision based on what you and Kenneth conclude about his ability to meet your needs. He will first have you and himself determine your investment personality....agressive, conservative, middle-of-the-road and the two of you will go from there.

He's damned good:

Kenneth S. Wingerter

Vice President

Financial Advisor

NMLS# 2161893

Morgan Stanley Wealth Management

8889 Pelican Bay Blvd., Ste. 300 l Naples, FL 34108

Direct 239.449.7830

eFax 239.449.7850

Ken.Wingerter@morganstanley.com