Kevin Sanger
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Kevin Sanger is a highly experienced professional with 28.3 years of work experience. He possesses a wide range of skills including 401k rollovers, concentrated stock management, financial analysis, fixed income strategies, and investment strategies. Based in the United States, Kevin joined the JGP Wealth Management Group in 1995 and has helped JGP clients manage their client relationships. He started his career at Merrill Lynch, where he completed the Professional Development Program. Kevin is known for his attention to detail and ability to deliver results. He is passionate about his job and is dedicated to providing excellent client care.
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About
I joined the JGP Wealth Management Group in 1995 and have spent much of that time helping take care of our JGP clients and managing existing client relationships. I started my career at Merrill Lynch during which time I completed the Professional Development Program. As the Operations Committee Lead I spend much of my time managing the overall efficiency of our team and quality control. I pride myself on my eye for detail and making sure work is followed through to completion. I'm passionate about my job, and that shows through with how I handle client needs with care. This information is intended for use by residents of AK, AZ, CA, CO, FL, ID, IL, KS, MI, MO, NM, OH, OR, TX, WA only. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SIPC. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
...See MoreWork Experience
Managing Director - Investments
Financial Services
Kevin Sanger's Professional Milestones
- Managing Director - Investments (2001-10-01~): Successfully expanded investment portfolios, driving company growth and profitability.
- Financial Consultant (1995-07-01~2001-11-01): Delivered personalized financial solutions to clients, optimizing financial outcomes and maximizing their returns.
Skill
401k Rollovers
Concentrated Stock Management
Financial Analysis
Fixed Income Strategies
Investment Strategies
Multigenerational Wealth Planning
Retirement Planning
Retirement Savings
Risk Management
Stock Analysis
Strategic Planning
Tax Efficient Strategies
Wealth Preservation Planning
Certification
Colleagues
Other Named Kevin Sanger
Frequently asked questions
We found 2 Kevin Sanger's email addresses
Kevin Sanger's social media include: Linkedin,
Kevin Sanger works for JGP
Kevin Sanger's role in JGP is Managing Director - Investments
Kevin Sanger works in the industry of Financial Services
Kevin Sanger's colleagues are laura parto,Joe Geoghegan,Jim Gilligan
Kevin Sanger's latest job experience is Managing Director - Investments at JGP