The Investment and Financial Advisory Team at FFEC Wealth Partners specializes in designing, implementing, and monitoring well-diversified, long-term investment portfolios. The team focuses on achieving clients' lifestyle goals and objectives through a conservative approach. They include experienced professionals such as vice presidents, senior vice presidents, portfolio managers, and investment representatives, dedicated to providing personalized financial advice and investment management.
Biao Shen
Assistant Portfolio Manager
Dan Cooper
Senior Vice President - Fixed ...
Edward Zulaica
Vice President -investments
George Gonzalez
Fixed Income Specialist
Nita Barnes Clontz
Investment Representative
Rachel Sitzman Bonne...
Wealth Management Advisor/busi...
Ted Blood
Vice President - Investments
Ted Larsen
Vice President Private Clients...
Tex Janecek
Vice President Of Investment
Thomas Dunn
Senior Vice President - Invest...
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