Brunch and Learn - Financial Focus MD part III

1375 Washington Street,Boston MA 02118

22 August, 2021

Description

Let's have brunch and learn! Join us for this in person discussion with Morgan Stanley Financial Advisor Antan R. Wilson. Antan R. Wilson is a financial advisor with over a decade of experience. Mr. Wilson deals with the varied and complex business of managing money for individuals, businesses, and estates. With a meticulous process he guides his clients on investments and savings with strategies that aim to reduce volatility and emphasize maintaining purchasing power in a tax efficient way. With a practice focused on working with Physicians, Attorneys, Business Owners and Corporations across the country, his process can help clients gain the confidence of achieving and maintaining their financial goals with a concierge style service model. After honorably serving in the United States Air Force and a career in marketing & media placement for several years, Antan transitioned to the financial services industry in 2010. He holds a Series 7, 66, 24, Life, Health, and Variable License Antan is originally from Raleigh, NC and currently resides in Atlanta, GA. He enjoys traveling as well as cigars, Formula One, and reading. He is the father of one amazing daughter.