New Members | 3 New Members in the Silicon Valley Area
Patricia De Fonte
Company: De Fonte Law PC
Title: Estate Planning Attorney
Phone: (415) 902-0946
Home Group: San Mateo 2
Bio: Estate planning attorney with offices in San Francisco and Burlingame. Compassionate, attentive estate planning and counsel. Helping my clients leverage or build a team of professionals they can trust is a big part of my work.
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Celebrating 5 Years
Company: M&A Business Advisors
Title: Managing Director
Phone: (408) 444-7528
Profession: Financial Service
Home Group: San Jose 1
Bio: Business broker/M&A broker representing buyers and sellers of established businesses with revenues of $5 million to $100 million. My primary service is packaging and selling established businesses to private equity groups, corporations and individuals.
Company: Morgan Stanley Wealth Management
Title: Vice President, Financial Advisor
Phone: (650) 496-4289
Profession: Investment Advisor
Home Group: Palo Alto 2
Bio: Lou has over eighteen years of experience providing wealth management advice and services, -having come from Merrill Lynch and the Charles Schwab Private Client Group previously. Lou earned his BS from Portland State University.