ALAN KINNEY , CIMA®

Managing Director - Investments

Address: 200 Stephenson Avenue, Suite 301 , Savannah , GA 31405
Phone: 912-921-3400 | 800-929-0838     Fax: 912-927-6313

My Background

My Associate(s): Joan M Hayes, Senior Client Associate

My Experience

  • 2010 - Present : Wells Fargo Advisors
  • 2005 - 2010 : Merrill Lynch
  • 1984 - 2005 : Morgan Stanley

My Education & Credentials

  • B.B.A in Finance-Georgia Southern University
  • PIM Portfolio Investment Manager
  • Certified Investment Management Analyst-Wharton School
  • PIM Portfolio Manager
Securities Registered in the following states: AK, AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MD, ME, MI, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WV, WY
Insurance licensed in the following states: DC, FL, GA, MI, NC, OR, PA, SC, TX, VA, WA
ALAN KINNEY: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Georgia : Savannah Branch