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Stifel | Ron Witter
Get Directions | 949-252-4779 | www.ronwitter.com/Request Driving Directions
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Stifel | Ron Witter
520 Newport Center Drive, Suite 1500
Newport Beach, CA 92660
- Phone: 949-252-4779
- Fax: 949-720-7074
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Ron Witter, Vice President/Investments, Portfolio Manager – Solutions Program: I began my career with Dean Witter as a Financial Advisor in 1984. After nearly 35 years, I realized that moving my practice to Stifel was the best way to carry on my family's legacy and to provide my clients the service and advice my grandfather believed in. As a portfolio manager in Stifel's Solutions Program, I manage assets on a discretionary basis using a pre-screened investment approach. Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning.
Hours of Operation
Categories
Money, Financial planners certified, Investment advisory service
Products
Retirement Planning, Estate Planning, Wealth Planning, Money Management, College Planning
Service Areas
Newport Beach, CA;
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