Bret Bohoskey
Senior Vice President - Financial Advisor@ Morgan Stanley
Yakima County, Washington, United States
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Bret Bohoskey is a highly experienced wealth management professional with 29.9 years of work experience. Based in Yakima, Washington, Bret is dedicated to providing diligent wealth management services to individuals and families. With a customized approach to wealth management, Bret helps clients address their current financial needs and achieve long-term goals. They offer a personalized approach to incorporating objectives into personalized plans that minimize risk and maximize their full potential. Bret's expertise includes Accumulating Wealth, Preserving Your Assets, Creating an Income Stream, and Wealth Transfer. For more information, visit their website.
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Emails and Phone Numbers

@morganstanley.com
@netscape.net
@aol.com
+1 888454****
+1 509452****
+1 509952****
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About

I provide diligent wealth management through a comprehensive understanding of your personal and financial situation.At the Bohoskey Group, we strive to create financial security and confidence for individuals and families we serve. We provide you with a high level of service that meets and exceeds your expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.Our success starts with a comprehensive approach to wealth management that integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We have the knowledge to help you minimize risk and realize your full potential.The main benefits we can provide you and your family are:- Accumulating Wealth- Preserving Your Assets- Creating an Income Stream- Wealth TransferTo learn more about our wealth management approach and how we can benefit you, please visit our website.

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Work Experience

1585 Broadway, New York, NY, 10036, US

Financial Services

86732
Phone
+1 8884543965
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Bret Bohoskey's Professional Milestones

  • Senior Vice President - Financial Advisor (2018-08-01~): Streamlined financial operations, resulting in increased efficiency and cost savings across the organization.
  • Senior Vice President | Financial Advisor (1994-01-01~2018-01-01): Providing strategic financial guidance to clients, optimizing their financial returns and driving business growth.

Education

University of Washington
University of Washington

Political Economics

1985-01-01-1989-01-01