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Margery Neis
Senior Wealth Manager @Sovran Advisors
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WORK HISTORY
Senior Wealth Manager @Sovran Advisors
San Francisco, CA, US
Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC, an SEC-registered investment adviser. Sovran and Cetera are unaffiliated and are under separate ownership from any other named entity. Branch phone #94••••••10.
EDUCATION
UMN Carlson School of Management
MBA
UC Berkeley Extension
Personal Financial Planning program
University of North Dakota
B.B.A
Golden Gate University, Edward S. Ageno School of Business
Personal Financial Planning
ABOUT MARGERY NEIS
My entire career in finance/accounting has been about money; I\'m an experienced and…
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