John Wickliffe - WealthSouth
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Primary Responsibilities:

  •  Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies in concurrence with WealthSouth’s personalized financial planning.
  •  Execution of portfolio and ongoing investment management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
  •  Asset class, asset category, asset type, individual security and manager selection.


Contact Info

Associate Portfolio Manager

WealthSouth Danville, Kentucky


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