Member of the Beverly Hills Chapter
 
Joseph A. Wingard
Vice President
Merrill Lynch

The Wingard Group provides highly personalized family wealth planning and management services to an exclusive clientele of affluent individuals, families, foundations and corporate clients. We develop strategies for asset and liability management, tax minimization, income and asset protection, generational transfers of wealth and creation of lasting legacies. We strive to meet our client's long-term expectations while minimizing risk, growing and preserving capital, and protecting our client's wealth during periods of market volatility. We are dedicated to our client's welfare and seek long-term relationships that extend beyond individual solutions, span market cycles and even generations. By serving our clients well, we also succeed.


Work Address
Merrill Lynch

9560 Wilshire Blvd.
Beverly Hills, CA 90212
Profession
Financial Services
20years experience.
Specialization
Wealth Management
Phone
310 858-4819
Mobile Phone
310 435-9338
Fax
310 597-4911
Joe_Wingard@ML.com
Business Website
UCLA Involvement
 
 Education
 UCLA BA, MA, PhD, MBA 1976
 

Professional Groups
Bruin Professionals, Association for Corporate Growth

University Groups
UCLA Chancellor's Scoiety


View Business Card