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This First American Wealth Management Group feature will help you manage your wealth today and develop new sources of wealth for future generations.
Our team of wealth advisors are knowledgeable, experienced and whole-heartedly committed to providing you with articles and advice on the latest issues and topics of concerns including: investments, trust, retirement planning, estate and charitable planning and business succession planning.
Today’s Topic: Private Banking. Click here.
Your wealth management questions and comments are welcome and encouraged. If we can help you with a topic not covered on our wealth management pages, please email any one of us directly at our emails listed below. If you choose to send a message via email, please be aware you should never disclose personal information, such as Social Security Numbers, account numbers, or financial information in an email; it is an unsecured method of communication.
Doug Schulte | Vice President | Wealth Advisordoug.email@example.comPhone: 515-440-9872Doug works comprehensively with clients to tailor wealth management plans. He specializes in investment management, retirement planning and estate planning services. Doug is an Investment Advisor Rep. (IAR) of Ameritas Investment Corporation and holds the Series 7, 63, 66, Life, Health and Accident licenses.
Susan Ahlers Leman, JD, CWS® | Vice President | Wealth Advisorsusan.firstname.lastname@example.orgPhone: 515-955-0606Susan has over 13 years experience in charitable, trust, and estate planning and over eight years in investment management. Susan has her Iowa Insurance license in Life, Health and Accident. She graduated from the University of Iowa College of Law and holds a Certified Wealth Strategist designation.
Tim O'Neil, CFP®, CTFA® | Senior Investment Strategist email@example.comPhone: 239-384-6147Tim has more than 35 years of experience as a financial strategist, including roles as Chief Investment Officer, Head of Investment Research, Portfolio Manager, Director of Managed Asset Strategies, and Chief Compliance Officer. Tim earned an A. B. from Princeton University in 1976, is a Certified Financial Planner professional and has earned the Certified Trust and Financial Advisor designation.
Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Wealth Management Group are not affiliated. Additional products and services may be available through First American Wealth Management that are not offered through AIC.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money.
A representative from First American Wealth Management Group will contact you to provide requested information.