Marray Bailey
Uk Investment Counsellor @Fisher Investments
Signup · Get unlimited contacts
WORK HISTORY
Uk Investment Counsellor @Fisher Investments
Tampa, FL, US
Serve as the primary advisor for high-net-worth UK clients, fostering trusting, professional relationships in an amenable and effective manner- Conduct quarterly client reviews to ensure asset allocation aligns with the financial goals in relation to their investment horizon- Educate clients on portfolio strategy and market events, supported by collaboration with portfolio decision-makers and research teams- Operate within a fiduciary, commission-free structure that aligns with client interests and adheres to UK regulatory practices.
EDUCATION
William & Mary – Raymond A. Mason School of Business
Masters of Science in Finance, Accounting and Finance
William & Mary – Raymond A. Mason School of Business
Master's of Finance
Virginia Commonwealth University
Bachelor's degree, Kinesiology and Exercise Science
SKILLS
ABOUT MARRAY BAILEY
As a dedicated Investment Counselor at Fisher Investments, I bring a client-centric…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.