Brenda Sparks Mccleerey
Financial Advising
Why pick this one
Brenda Sparks Mccleerey provides holistic investment and insurance planning for high-net-worth clients from Asheville, North Carolina.
Best for
- High-net-worth individuals seeking asset growth and protection
- Families needing investment and insurance strategy design
- Corporate executives with complex financial planning needs
- Businesses seeking customized financial and investment planning
- Clients wanting planning based on goals, time horizon, and risk tolerance
Specialties
- Holistic financial planning
- Investment strategy design
- Insurance strategy design
- Asset growth and protection for high-net-worth clients
- Complex financial issue planning
Certifications
- Series 3 license
- Series 7 license
- Series 8 license
- Series 63 license
- Series 65 license
- Registered in North Carolina and additional U.S. states
What makes them different
- Senior Director-Investments at Oppenheimer & Co. Inc.
- Focuses on high-net-worth individuals, families, corporate executives, and businesses
- Uses an in-depth discovery process covering goals, values, time horizon, and risk tolerance
- Combines investment and insurance strategy design
- Can leverage Oppenheimer resources and leadership for complex financial issues
- Response time
- Someone will be in contact promptly after an appointment request.
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517888
- Website
- http://www.oppenheimer.com/advisor/nc/asheville...
Services
- Wealth management
- Investment planning
- Insurance planning
- Capital preservation planning
- Financial planning for individuals, families, executives, and businesses