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Cfp George Lombardi Cima

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Cfp George Lombardi Cima

Senior Financial Advisor - Managing Director – Investment Officer | Dr. Joachim Feltes

Town/Village of Harrison, New York, United States

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Cfp George Lombardi Cima

Summary

George Lombardi is a seasoned Wealth Advisor at UBS Financial Services Inc., bringing over two decades of experience in financial services. He has a strong background in accounting, having worked at EY as a Manager in Personal Financial Counseling before transitioning to wealth management. George holds multiple degrees from Fordham University, including an MBA in Accounting and a Master's in Taxation, which equip him with a robust understanding of financial intricacies. His commitment to helping clients achieve their financial goals is evident in his tailored wealth planning approach. George is licensed to operate in multiple states, showcasing his extensive reach in the financial advisory landscape. His career reflects a blend of analytical skills and client-focused service, making him a trusted partner for wealth management. Outside of work, he is likely to engage in continuous learning to stay updated on financial regulations and market trends, ensuring he provides the best service possible. George's long tenure at UBS indicates a strong alignment with the firm's values and mission.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Cfp George Lombardi Cima

Work Experience

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Senior Financial Advisor - Managing Director – Investment Officer at

Wells Fargo Advisors

October 2017 - Present

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Senior Vice President - Wealth Management at

Dr. Joachim Feltes

July 2006 - Present

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Senior Vice President - Wealth Management at

UBS

July 2006 - September 2017

💼

Financial Advisor at

Smith Barney

May 2000 - July 2006

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Financial Advisor at

SMITH BARNEY

May 2000 - July 2006

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Manager - Personal Financial Counseling at

EY

November 1993 - May 2000

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Manager - Personal Financial Counseling at

Ey

November 1993 - May 2000

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Managing Director – Investment Officer at

Wells Fargo Advisors

Present

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Frequently Asked Questions about Cfp George Lombardi Cima

What is Cfp George Lombardi Cima email address?

Cfp George Lombardi Cima's primary email address is ***************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp George Lombardi Cima work for?

Cfp George Lombardi Cima is a Senior Financial Advisor - Managing Director – Investment Officer at Dr. Joachim Feltes, a company specializing in Miscellaneous personal services.

Where Cfp George Lombardi Cima graduated from?

Cfp George Lombardi Cima holds a degree in Finance from Fordham University.

How can I directly contact Cfp George Lombardi Cima?

To contact Cfp George Lombardi Cima directly, you can use the email address ***************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp George Lombardi Cima?

George Lombardi is a seasoned Wealth Advisor at UBS Financial Services Inc., bringing over two decades of experience in financial services. He has a strong background in accounting, having worked at EY as a Manager in Personal Financial Counseling before transitioning to wealth management. George holds multiple degrees from Fordham University, including an MBA in Accounting and a Master's in Taxation, which equip him with a robust understanding of financial intricacies. His commitment to helping clients achieve their financial goals is evident in his tailored wealth planning approach. George is licensed to operate in multiple states, showcasing his extensive reach in the financial advisory landscape. His career reflects a blend of analytical skills and client-focused service, making him a trusted partner for wealth management. Outside of work, he is likely to engage in continuous learning to stay updated on financial regulations and market trends, ensuring he provides the best service possible. George's long tenure at UBS indicates a strong alignment with the firm's values and mission.

Cfp`s contact details

mail

***************@wellsfargoadvisors.com

***************@ubs.com

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