Mrs. Thompson and Mr. Humphrey worked as a team managing over $1 Billion in assets. They represent the caliber of advisors we proudly welcome at Gentry Wealth Management.
Las Vegas, NV (PRWEB) August 07, 2012
Gentry Wealth Management, a boutique financial planning and investment firm headquartered in Scottsdale, Arizona, has recently added two Wealth Advisors to their office in Las Vegas, Nevada.
“We are extremely proud to introduce Dave Humphrey and Taiya Thompson to our team,” said Christopher Bowman, founding member of Gentry Wealth Management. “The process of qualifying to be a Wealth Advisor at Gentry is formidable, and our newest team members have demonstrated success in developing strategies to preserve and grow clients’ wealth. They are a welcomed addition to Gentry.”
David Humphrey is a Certified Financial Planner® specializing in retirement planning, wealth preservation, and estate planning. Mr. Humphrey has been working with high net worth families for nearly 20 years. Prior to joining Gentry Wealth Management, Mr. Humphrey spent 18 years with Fidelity Investments. During his tenure with Fidelity he worked in Utah, Rhode Island, New Hampshire, and Nevada.
Taiya Thompson is a Certified Financial Planner® bringing more than 16 years of industry experience to Gentry Wealth Management. Prior to joining Gentry Wealth Management, Mrs. Thompson worked with Fidelity’s Private Client Group serving as the Vice President and Senior Account Executive. Mrs. Thompson is an active member of the Financial Planning Association and National Organization of Women Business Owners.
“Key indicators to an advisor’s success and experience level are the overall size of the management portfolio and the number of households they manage.” Bowman claims, “Mrs. Thompson and Mr. Humphrey worked as a team managing over $1 Billion in assets. They represent the caliber of advisors we proudly welcome at Gentry Wealth Management.”
About Gentry Wealth Management:
Gentry Wealth Management is a leading boutique financial planning and investment firm offering an extensive selection of private wealth accumulation and preservation services. With offices in Scottsdale, Arizona, Las Vegas, Nevada, and Salt Lake City, Utah, each senior staff member at Gentry Wealth Management has well over a decade of industry expertise in a variety of concentrations. Comprehensive services include and aren’t limited to: portfolio management, retirement planning, income management, philanthropic planning, estate and legacy planning, asset management, investment management, and accounting services.