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BWM Financial

0 followers

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BWM Financial is a full-service financial planning and wealth management company.

Industries

Finance, Personal Finance

Headquarters

San Diego, United States

Employees

11-50

Links

Org chart

Jeff Brown
President & Partner

Jeff Brown

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Allison Williams
Chief Operating Officer
Janeen Kozak
Chief Of Staff
Robert Meyer
Managing Partner
Chris Reyes
Director Of Trading
Bob Wolter
Strategic Relationship Manager
Emily Saffa
Client Service Supervisor
Tyler Morris
Wealth Advisor & Partner
Patrick Ford
Wealth Advisor & Partner
Colin Domonoske
Wealth Advisor

Teams

+2

Wealth Management Team

5 members

+2

Client Service Team

5 members

Leadership Team

3 members

Offices

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