Aams Don Phelan Adpa

FAQ About Aams Don Phelan Adpa

• What is Aams Don Phelan Adpa's address?

  Aams Don Phelan Adpa is located at
  Indianapolis, Indiana, United States

• What is Aams Don Phelan Adpa's job title?

  Aams Don Phelan Adpa is a
  For over a decade, I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's needs. I am delighted and honored to deliver personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail and unwavering concern for the well being of my clients are the hallmarks of my client service model. In January of 2018 I joined a Wells Fargo Advisors' wealth management team, Williamson Legacy Group. Our team will actively manage investment risk in all types of markets allowing you to participate in the good markets while we strive to reduce and manage risk in bad markets. We will help you choose the most appropriate portfolio based on your risk tolerance and financial needs and goals. Our 5 member team has a combined experience of over 95 years in the financial services industry. My wife and I have raised two children, and I can speak from experience about financing college, paying for weddings, taking care of elderly parents, and a host of other life events. I hold Series 7, 63 and 66 registrations, and I am credentialed as an Accredited Asset Management Specialist (AAMS) and an Accredited Domestic Partner Advisor (ADPA). Currently I am one of ten financial advisors residing in the state of Indiana with this unique domestic partner certification. Please contact me by email at [email protected] or phone at 317-573-9229. I cannot respond to messages through LinkedIn InMail. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of: AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and TX. Williamson Legacy Group Of Wells Fargo Advisors

• What industry does Aams Don Phelan Adpa currently work in?

  Aams Don Phelan Adpa currently works in the
  Williamson Legacy Group Of Wells Fargo Advisors

• What is Aams Don Phelan Adpa's area of expertise?

  Aams Don Phelan Adpa specializes in
  For over a decade, I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's needs. I am delighted and honored to deliver personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail and unwavering concern for the well being of my clients are the hallmarks of my client service model. In January of 2018 I joined a Wells Fargo Advisors' wealth management team, Williamson Legacy Group. Our team will actively manage investment risk in all types of markets allowing you to participate in the good markets while we strive to reduce and manage risk in bad markets. We will help you choose the most appropriate portfolio based on your risk tolerance and financial needs and goals. Our 5 member team has a combined experience of over 95 years in the financial services industry. My wife and I have raised two children, and I can speak from experience about financing college, paying for weddings, taking care of elderly parents, and a host of other life events. I hold Series 7, 63 and 66 registrations, and I am credentialed as an Accredited Asset Management Specialist (AAMS) and an Accredited Domestic Partner Advisor (ADPA). Currently I am one of ten financial advisors residing in the state of Indiana with this unique domestic partner certification. Please contact me by email at [email protected] or phone at 317-573-9229. I cannot respond to messages through LinkedIn InMail. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of: AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, and TX.

• Which languages does Aams Don Phelan Adpa speak? 

  Aams Don Phelan Adpa speaks the following languages:
  No languages available.

• Which industries has Aams Don Phelan Adpa previously worked in?   

  Aams Don Phelan Adpa has prior experience in the following industries:
  At And T

• What is Aams Don Phelan Adpa’s work experience?  

  Aams Don Phelan Adpa has the following professional experience:
  Williamson Legacy Group Of Wells Fargo Advisors , Wells Fargo Advisors , At And T .

• How can I find Aams Don Phelan Adpa on LinkedIn?  

  You can view Aams Don Phelan Adpa’s
  LinkedIn profile at LinkedIn URL.

• What are Aams Don Phelan Adpa’s work email addresses?  

  Aams Don Phelan Adpa’s work email addresses are
  [email protected] .

• What company does Aams Don Phelan Adpa work for?  

  Aams Don Phelan Adpa works at
  Williamson Legacy Group Of Wells Fargo Advisors