Stifel | Ron Witter in Newport Beach

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520 Newport Center Drive
92660 Newport Beach

9492524779
http://www.ronwitter.com/
witterr@stifel.com

Beskrivelse

Ron Witter, Vice President/Investments, Portfolio Manager – Solutions Program: I began my career with Dean Witter as a Financial Advisor in 1984. After nearly 35 years, I realized that moving my practice to Stifel was the best way to carry on my family's legacy and to provide my clients the service and advice my grandfather believed in. As a portfolio manager in Stifel's Solutions Program, I manage assets on a discretionary basis using a pre-screened investment approach. Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning.