Ludington

Ludington

John L. Barbrick

img-bio-placeholder.jpg

John L. Barbrick

Private Wealth Advisor
Registered Representative, Private Client Services

jbarbrick@ewmadvisors.com

Married for over twenty years to his wife Raina and blessed with four children. John began his career in Financial Services in 2002 after eight years in elementary education in Fairbanks, Alaska. John and Raina moved back to Michigan to be closer to family. The full financial plan we work up with each client involves planning for their life goals including college savings, retirement accounts and protection from catastrophic events utilizing insurances when necessary. As an independent financial advisor we are not limited to a small product box or quotas like some of our competitors. We’ve found the independent channel of financial service de-livery is the only way to offer unbiased advice to meet the changing needs of our clientele.

Julee R. Sarto AIF®

img-bio-placeholder.jpg

Julee R. Sarto AIF®

Private Wealth Advisor
Registered Representative, Private Client Services

jsarto@ewmadvisors.com

Julee is a native and graduate of Ludington High School. She received her Bachelor of Arts at Hope College in 1992 and began her career in the financial services industry with a large regional firm in Detroit. Julee moved back to the community in the year 2000 and has been a financial advisor and active community member since. Julee and her husband Dan have 6 wonderful kids ranging from the age of 11 to 22. In addition to working with her clients and spending time with her very busy family Julee loves cooking and working in her garden.

Through the team at Executive Wealth Management Julee can continue to offer the personal service to her clients she is so proud of. The extensive resources at EWM enhance these services through the unique approach to asset management, excellent financial planning tools and above reproach support team of advisors. Julee became an Accredited Investment Fiduciary in 2015 which allows her to work with employer sponsored business plans a specialized capacity to assist them in maneuvering the ever increasing complex world of regulations.

Advisory Services offered through Executive Wealth Management, LLC. A SEC registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).

This site is published for residents of the United States Only. Financial Advisors of Executive Wealth Management / Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor."

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Corporate Information & Fillings

 

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved