Ray Kwan
Senior Vice President-Private Wealth Advisor at U.S. Bank Private Wealth Management NMLS: 620153
- Role
- Senior Vice President-private Wealth Advisor at U.S. Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ray Kwan
As a Private Wealth Advisor, responsible for providing comprehensive wealth management…
Experience
Senior Vice President-private Wealth Advisor
Apr 2024 — Present · Houston, TX, US
Provide comprehensive wealth management strategies tailored to clients’ specific needs including nonprofits, foundations and endowments. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.
Education
The University of Texas at Austin
Bachelor's degree, Economics
1991 — 1995
Skills
- Management
- Reverse Mortgages
- Financial Services
- Wealth Management
- Residential Mortgages
- Portfolio Management
- Loans
- Mortgage Lending
- Investments
- Finance
- Microsoft Office
- Sales
- Customer Service
- Refinance
- Banking
- Risk Management
- Credit
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