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Aams Fred Finlayson

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Aams Fred Finlayson

Vice President/Investments - Stifel | Stifel Financial Corp.

Pocatello, Idaho, United States

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Aams Fred Finlayson

Summary

Aams Fred Finlayson is a seasoned investment professional with over 35 years of experience in the financial services industry. Currently serving as Vice President of Investments at Stifel, he excels in providing tailored investment solutions that cater to the unique needs of his clients. His approach is grounded in utilizing Stifel's nationally recognized research, ensuring that every client receives personalized strategies rather than one-size-fits-all solutions. Aams has a strong background in wealth management, including expertise in estate planning, asset allocation, and retirement income strategies. His career has seen him transition through various leadership roles, showcasing his adaptability and commitment to client success. Aams is not just focused on immediate investment opportunities; he also emphasizes long-term financial health and planning. He is a proponent of continuous learning and professional development within the financial sector, which he believes is essential for navigating the ever-changing market landscape. Aams's dedication to his clients and the financial advisory profession sets him apart as a leader in his field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Industry-specific interests

Organisational experience

Corporate Experience

Aams Fred Finlayson

Work Experience

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Vice President/Investments - Stifel at

Stifel Financial Corp.

November 2009 - Present

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Branch Manager - Stifel at

Stifel Financial Corp.

November 2009 - January 2019

💼

Branch Manager, Vice President/Investments at

Wachovia Securitieswells Fargo Advisors

May 2007 - November 2009

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Branch Manager, Vice President/Investments at

AG Edwards

June 1983 - May 2007

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Vice President/Investments - Stifel at

Stifel Financial

Present

Aams Fred Finlayson

Education

University of Idaho, Bachelor Of Science (B.S.)

January 1970 - January 1972

Frequently Asked Questions about Aams Fred Finlayson

What company does Aams Fred Finlayson work for?

Aams Fred Finlayson is a Vice President/Investments - Stifel at Stifel Financial Corp., a company specializing in Monetary Authorities-Central Bank.

Where Aams Fred Finlayson graduated from?

Aams Fred Finlayson holds a degree in from University of Idaho.

Who is Aams Fred Finlayson?

Aams Fred Finlayson is a seasoned investment professional with over 35 years of experience in the financial services industry. Currently serving as Vice President of Investments at Stifel, he excels in providing tailored investment solutions that cater to the unique needs of his clients. His approach is grounded in utilizing Stifel's nationally recognized research, ensuring that every client receives personalized strategies rather than one-size-fits-all solutions. Aams has a strong background in wealth management, including expertise in estate planning, asset allocation, and retirement income strategies. His career has seen him transition through various leadership roles, showcasing his adaptability and commitment to client success. Aams is not just focused on immediate investment opportunities; he also emphasizes long-term financial health and planning. He is a proponent of continuous learning and professional development within the financial sector, which he believes is essential for navigating the ever-changing market landscape. Aams's dedication to his clients and the financial advisory profession sets him apart as a leader in his field.

Aams`s contact details

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