ADVISOR BIO

Wayne Edward Baxter is an Investment Advisor Representative at One Capital Management, LLC. Wayne has been in the industry since June 2002 and has been with ONE Capital Management, LLC since July 2012. Wayne holds a Series 65 license. Wayne is registered to provide investment advice in California and Texas. Wayne has a business named BAXTER FINANCIAL SERVICES where he is the owner.

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ADVISOR BIO

Weber S Wang is a financial advisor at Morgan Stanley. Weber Wang is a registered representative and investment advisor with over 30 years of experience in the financial services industry. Weber Wang has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Weber Wang has a strong track record of helping clients achieve their financial goals. Weber Wang is also a member of the National Association of Personal Financial Advisors (NAPFA).

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ADVISOR BIO

Wei Zhang is an investment advisor representative at Fisher Investments and has been working in the financial industry for over a decade. Wei has experience working in the industry with different firms such as Matthews Asia and Columbia University. Wei holds the Series 65 license and is registered with the state of California and Texas to provide investment advisory services. Wei's expertise lies in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Wei also specializes in financial planning and portfolio assessment services.

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ADVISOR BIO

Wei Chen is a financial advisor registered with Morgan Stanley. Wei has been in the industry since March 2014 and is licensed in 23 states, including California, Texas and Florida. Wei is also registered with FINRA and holds Series 7, Series 66 and SIE licenses. Wei has a diverse client base, including individuals, corporations, and high-net-worth individuals. Wei's prior experience includes working with MML Investors Services, LLC in La Jolla, CA. Wei's specializations include asset allocation, portfolio management, and financial planning.

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ADVISOR BIO

Wei Elaine Shen is a financial advisor registered with Morgan Stanley. Wei Elaine Shen has been in the financial industry since July 26, 2012. Wei Elaine Shen is registered with the following states: Arizona, California, Colorado, Connecticut, Idaho, Illinois, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington. Wei Elaine Shen has passed the following exams: Series 63, Series 66, Series 7, SIE. Wei Elaine Shen is also registered with FINRA. Wei Elaine Shen has previous experience with CLSA AMERICAS, LLC, MACQUARIE SECURITIES (USA) INC., MORGAN STANLEY & CO., INCORPORATED and J.P. MORGAN SECURITIES INC.

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ADVISOR BIO

Weifen Cheng is a financial advisor with over 20 years of experience in the financial industry. She is currently registered with Morgan Stanley. Weifen has a broad range of experience, having previously worked at firms such as Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, and U.S. Bancorp Investments, Inc. Weifen specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, businesses, and institutions. She holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner.

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ADVISOR BIO

Wen Shan Wu is a financial advisor with over 20 years of experience in the industry. Wen has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and AXA Advisors, LLC. Wen is currently registered with Morgan Stanley and is licensed to provide investment advice in California, Florida, Massachusetts, North Carolina, Oregon, and Washington. Wen holds the Series 66, Series 7 and SIE exams. Wen specializes in providing investment advice to a range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Wendi Lee Eckardt is a financial advisor with Morgan Stanley. Wendi has been in the financial industry since 1994 and has been with Morgan Stanley since 2013. Wendi is a registered investment advisor and holds several licenses including Series 7, 9, 10, 63, and 65. Wendi also holds the Series 3 license for futures. Wendi is registered to provide investment advisory services in multiple states across the U.S. and has extensive experience providing a wide range of financial services to individuals, businesses, and institutions.

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ADVISOR BIO

Wendy Phillips is a registered investment advisor representative with State Farm Investment Management Corp. Wendy has been in the financial industry since 1998 and has a Series 6, Series 63, and Series 65 license. Wendy's insurance agency is part of her other business activities.

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ADVISOR BIO

Wendy Carol Wildey is a financial advisor who works for Aspiriant, LLC, a firm that provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Wendy has been in the financial industry since 1993 and has experience working with both individual and institutional clients. She is registered as an Investment Advisor Representative in California. Aspiriant, LLC manages over $14 billion in assets for its clients. The firm primarily works with individuals, high-net-worth individuals, investment companies, and charitable organizations. Wendy is committed to helping clients achieve their financial goals and has a proven track record of success.

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