Andy Kane
Algemeen Directeur bij Blue Chip Wealth Management, Inc.
Profiel
Mr. Andrew Kane is a President & Senior Wealth Management at Blue Chip Wealth Management, Inc. He specializes in Wealth Management and Financial Planning, and has spent over 26 years in the Financial Services Industry managing portfolios of high net worth private clients, professional athletes, small corporations, pension plans for growth and tax efficiency, as well as Latin American and Caribbean clients.
Mr. Kane wealth of experience in the financial services industry spans from Merrill Lynch, Smith Barney, Wells Fargo, and Morgan Stanley, where he was selected to the Presidents and Directors Club repeatedly.
He attended University of Miami and is a graduate of the University of Florida with a degree in Marketing and Finance.
He has attained professional certifications (Series 7, 63, 65 and 31) along with his life and health insurance and variable annuity licenses.
Actieve functies van Andy Kane
| Bedrijven | Functie | Begin |
|---|---|---|
Blue Chip Wealth Management, Inc.
 Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Algemeen Directeur | 01-09-2015 |
Opleiding van Andy Kane
| University of Florida | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Blue Chip Wealth Management, Inc.
Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Finance |
