Wes Kaufman

Founder at Heartwood Wealth Advisors LLC

Finance

Profile

Mr. Wesley B.
Kaufman is a Director at Heartwood Wealth Advisors LLC.
Mr. Kaufman was previously employed as a Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc. He is graduated from the United States Naval Academy with a BS degree in English and a minor in French.

Wes Kaufman active positions

Companies	Position	Start
Heartwood Wealth Advisors LLC Heartwood Wealth Advisors LLC Investment ManagersFinance Heartwood Wealth Advisors LLC (Heartwood) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Wesley B. Kaufman in 2013. Heartwood provides portfolio management, financial planning, and retirement plan consulting services to high-net-worth individuals, families, employer-sponsored qualified plans, businesses, trusts, and foundations.	Founder	31/01/2013

All active positions of Wes Kaufman

Former positions of Wes Kaufman

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	31/01/2013

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Experiences
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Linked companies

Private companies	2
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance
Heartwood Wealth Advisors LLC Heartwood Wealth Advisors LLC Investment ManagersFinance Heartwood Wealth Advisors LLC (Heartwood) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Wesley B. Kaufman in 2013. Heartwood provides portfolio management, financial planning, and retirement plan consulting services to high-net-worth individuals, families, employer-sponsored qualified plans, businesses, trusts, and foundations.	Finance