George Eckhardt
First Vice President - Investments at Wells Fargo Advisors
- Role
- First Vice President - Investments at Wells Fargo Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About George Eckhardt
While attending The Citadel, it was my Godfather who opened my eyes to this great business and after several years of military service as an Artillery Officer, I followed my true passion for financial markets putting my business studies to good use and became a financial advisor 48 years ago. In those early days, I noticed many investors have goals, but often lacked a plan to achieve those goals. Since then, I have tirelessly worked alongside my clients developing plans for a successful journey from point “A“ to point “B“ while always keeping an eye on the objective we seek and constantly monitoring our progress along the way. It brings me great joy to see clients, who often become friends, live a life they never thought possible. Like all good investors and business owners, I surrounded myself with intelligent people 8 years ago forming the Latawiec, Finberg, Eckhardt & Guillotte Private Wealth Management Group of Wells Fargo Advisors alongside my partners Mark Latawiec, Hal Finberg, and Rosemary Guillotte. With over 110 years combined experience, we enjoy using our vast resources and abiding by our 3 core principles that allow our clients to:• Experienced Team Focuso Feel more confident knowing where they are today and what to do going forward• Collaboration and Capabilitieso Feel more at ease knowing that an experienced and dedicated team is in their corner• Personal Approacho Develop a financial confidence because they feel more connected and informedWe are grateful for the experiences we‘ve had so far and we look forward to helping you make your goals become a reality.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, FL, HI, ID, IL, IN, KY, LA, MD, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
First Vice President - Investments
Jun 2019 — Present
Education
The Citadel
Bachelor of Science - BS
1964 — 1968
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