Wealth Management Advisor | The Knox Group
January 2017 — Present
With nearly three decades of experience in the financial services industry, The Knox Group is dedicated to offering the finest range of wealth management services to all our clients. Leveraging our knowledge and FSC’s combined global resources, The Knox Group develops personalized wealth strategies to address the complex needs of high net worth individuals, affluent families and multinational corporations. Together with specialists in different areas of proficiency, The Knox Group offers clients a broad range of services including; portfolio management; stock option analysis and retirement planning; life insurance analysis and funding; private money and liability management. Our team utilizes a full complement of wealth preservation and transfer services utilizing a sophisticated approach to investing, monitoring and reacting to change in the market.