Find a Wealth Advisor or Attorney
Leading Advisors
Total Firm Assets: $16.7 billion
Largest Client Net Worth: $1 billion +
Meyer, Pickens, Turner Wealth Management Group at MSSB
Kurt Meyer
Financial Planner
Tempe, AZ 85281
Phone: 480.345.4712
Email
Total Firm Assets: $400 million
Largest Client Net Worth: $1.5 billion
Morgan Stanley Smith Barney
Rebecca Rothstein
Managing Director–Wealth Management, Family Wealth Director
Beverly Hills, CA 90212
Total Firm Assets: $2 billion
Largest Client Net Worth: $750 million
Strategic Global Investment Services
Richard S. Farkas
President, Financial Advisor, RJFS
Campbell, CA 95008
Total Firm Assets: Confidential
Largest Client Net Worth: $20 million (as of 9/30/09)
HighMark Capital Management, Inc.
Charles R. Black
Senior Portfolio Manager
Irvine, CA 92612
Total Firm Assets: $85.6 billion
Largest Client Net Worth: Confidential
Signature Estate & Investment Advisors LLC
Mark E. Copeland
Senior Partner
Irvine, CA 92614
Total Firm Assets: $293 million
Largest Client Net Worth: $100 million +
The Private Bank, Union Bank, N.A.
David A. Jochim
Senior Vice President
Irvine, CA 92612
Largest Client Net Worth: Confidential
Total Firm Assets: $1 billion
Largest Client Net Worth: $6.5 billion
Total Firm Assets: $260 million
Largest Client Net Worth: $120 million
The Private Bank, Union Bank, N.A.
Ray C. Cherry
Vice President and Senior Wealth Advisor
Los Angeles, CA 90071
Largest Client Net Worth: $250 million
08/27/10
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