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Name: DAVID INGLE - PHOENIX AZ (Rating: 242)

Private Wealth Advisor at Moors & Cabot offering advice and guidance on a broad range of wealth management issues to high-net-worth families and individuals. My focus is on designing strategies to help clients pursue their short- and long-term investment objectives through a variety of market environments. I have particular experience in offering guidance on the personal and financial impact that liquidity events can have on the lives of entrepreneurs and business owners. Structuring trusts and investments to maximize asset protection, income and tax efficiency. Previously with Merrill Lynch Sr. Vice President Financial Advisor

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