|
A Man of Wealth and Taste
Join Date: Dec 2002
Location: Out there somewhere beyond the doors of perception
Posts: 51,063
|
Very interesting your located in Tucson. Thats where my Money manager is located. She works for Wachovia and is located on Sunrise Blvd.
She takes no walkins, and only will take people by referal. Now she has told me that she will only take a new client after a year of talking to them and getting to know each other. She also will only act as a Portfolio Manager with complete discretion as to the investing the money. Before Wachovia and First Union merged she was 1 of only 12 Portfolio Managers that FU had (they had 5500 Brokers) and was the only one who was Bank Trust Certified. She's been in Banking and the Securities industry for over 30 years. She also advises the RNC from time to time.
__________________
Copyright
"Some Observer"
Last edited by tabs; 02-12-2004 at 02:45 AM..
|