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Dallas, TXRichard MegicaThe Mather GroupSpecialties and ExpertiseAlternative InvestmentsEquity Compensation
Typical ClienteleCorporate Executives
- Pricing Model
- AUM
- Clients
- 150
- Experience
- 25 years
Ponte Vedra Beach, FLBryan FazioWells Fargo AdvisorsSpecialties and ExpertiseUltra High Net Worth PlanningWealth Management
Typical ClienteleWealthy Families
- Pricing Model
- Fees Information
- Clients
- 63
- Experience
- 26 years
Allentown, PAKurt J. PolingWells Fargo AdvisorsSpecialties and ExpertiseRetirement IncomePortfolio Construction
Typical ClienteleRetirees
- Pricing Model
- Fees Information
- Clients
- N/A
- Experience
- 33 years
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