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Article: Charlie Willis Joins Southwest Securities' Private Client Group.
- Article from:
- Investment Weekly News
- Article date:
- November 14, 2009
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Southwest Securities, Inc. announced that Charlie Willis has joined the firm's Private Client Group as a financial advisor in the Monterey, CA branch office.
Mr. Willis, a seventh generation Californian who resides in Salinas, has served his clients as a financial advisor for the past 18 years. He formerly was a financial advisor with Morgan Stanley Smith Barney.
"Charlie Willis will be a valuable member of our Southwest Securities team," said Kevin Kott, senior vice president and branch manager. "He provides exceptional service to his clients and complements our firm's philosophy of building what our clients value."
Mr. Willis earned a B.A. ...