Kevin Gunning
Financial Analyst @Wells Financial Partners, Llc
Signup · Get unlimited contacts
WORK HISTORY
Financial Analyst @Wells Financial Partners, Llc
South Easton, MA, US
Working closely with multiple Financial Advisors and Planners and providing beneficial support to them with any duties as required. As an analyst, I am tasked with conducting financial market research through Morningstar, monitoring the performance of hundreds of portfolios and over $250 million in assets under management, and creating financial plans for clients by utilizing the MoneyGuide Pro platform. Securities offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Review our Terms of Use:
ABOUT KEVIN GUNNING
I am a financial analyst & paraplanner at Wells Financial Partners, and I intend on…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.