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TOP 30 Morgan stanley in California
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Dan Bessey
Dan Bessey is a finance institution located at 1888 Century Park East in Los Angeles, California, United States. The institution is led by Daniel Bessey, a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. With over 25 years of investment experience, Dan works closely with business owners, entrepreneurs, and other wealth creators to help them grow, preserve, and transfer their wealth effectively. He provides insight, advice, and strategic guidance to high-net-worth individuals and families, drawing on his expertise in the capital markets. Prior to joining J.P. Morgan, Dan held positions at First Republic Private Wealth Management and Morgan Stanley Smith Barney, among others. He holds an M.B.A. in Finance and Investments from the University of Southern California and a B.A. in Economics from the University of California, Los Angeles. In his free time, Dan enjoys golfing, traveling, and spending time outdoors with his wife and children.
William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning
William Kim, Tax & Financial Group (TFG) is a financial institution located at 5075 Shoreham Place in San Diego, California. As a Financial Advisor specializing in Financial Planning, William Kim aims to help individuals, families, and business owners build and protect their wealth with confidence and knowledge. With a background in finance and 10 years of experience at top firms like JPMorgan Chase and Morgan Stanley, William is dedicated to guiding clients towards their financial goals and providing a sense of security in their financial future. Services offered by William Kim include Retirement Planning, Risk Management, College Funding, and Comprehensive Financial Planning for both personal and business needs. As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, William has access to a team of CPAs, attorneys, and CFA investment partners at TFG to provide comprehensive financial solutions for his clients.
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