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Old 08-06-2024, 02:19 PM
walterray1 walterray1 is online now
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Quote:
Originally Posted by Grill Meister View Post
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
So, which is it? Charles Schwab or Morgan Stanley? Big difference.