What Markets Expect From President Trump
Policy action is needed for the rally to continue.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Wes offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Wes has been with OppenheimerFunds since 2006. Prior to joining OppenheimerFunds, he worked as a Financial Advisor at Wachovia Securities. He also held the position of Financial Advisor at SunTrust, and began his career at Raymond James. Wes holds a Bachelor’s degree in Finance from The University of Alabama where he also lettered in golf for four years.
Wes holds the Certified Investment Management Analyst®, Chartered Retirement Planning Counselor® and Series 7 and 63 licenses. In his spare time, he enjoys playing golf, traveling, exercising and spending time with his family.
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