Market Information Delayed 20 Minutes
William M. Vick
Senior Vice President
Financial Advisor
Portfolio Manager
Financial Advisor
Portfolio Manager
tel: (707) 571-5778
toll free: (800) 752-5340
fax: (707) 526-1103
Professional Details
- 2000 - present: Morgan Stanley Smith Barney
Senior Vice President
Portfolio Manager/Financial Advisor
Santa Rosa, CA - 1995 - 2000: Merrill Lynch
Vice President
Financial Advisor
Santa Rosa, CA - 1990 - 1995: Merrill Lynch
Resident Vice President
Colorado & Arizona - 1985 - 1990: Merrill Lynch
Sales Manager
San Francisco, CA - 1980 - 1985: Merrill Lynch
Senior Financial Advisor
Norfolk, VA - B.A. - European History, 1965
University of North Carolina
Chapel Hill, NC
M.S. - Education & Administration, 1974
Old Dominion University
Norfolk, VA - Series 7 License, 1979
Norfolk, VA
Series 65 - Investment Advisory Agent, 1994
San Francisco - ProVisor SF2
Member
San Francisco, CA - ProVisor SF5
Member - Group Leader
San Francisco, CA - ACE Business Group
Founder
Santa Rosa, CA - Sonoma Mountain Business Cluster
Board of Mentors
Rohnert Park, CA - North Bay Angels
Member
Santa Rosa, CA - Sonoma County Alliance
Member
Santa Rosa, CA
William M. Vick
is licensed in the following state(s):
AZ, CA, FL, MA, NC, NJ, NV, OR, PA, TN, UT, WA
Gregory D. Cho
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: (707) 571-5745
toll free: (800) 752-5340
fax: (707) 526-1103
Professional Details
- 2004 - present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Santa Rosa, CA - 2002 - 2004: UBS
Financial Advisor
Napa, CA - B.A. - Communications, 2001
Sonoma State University
Rohnert Park, CA - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- GBR Business Group
Founder
Santa Rosa, CA - Sonoma CASA Board Member
- Rotary Club of Rancho Cotati
Treasurer
Cotati, CA - Sonoma County Alliance
Member
Santa Rosa, CA - North Bay Angels
Member of Screening Committee
Santa Rosa, CA - Community Investment Committee (CIC)
Member
Santa Rosa, CA - 2011 North Bay Business Journal Forty Under 40 Award
- North Bay Investor Summit
Planning Committee
Gregory D. Cho
is licensed in the following state(s):
AZ, CA, FL, GA, HI, NJ, NV, OR
Amanda J. Vaughn
Senior Registered Associate
tel: 707.571.5782
fax: 707.524.1099
Professional Details
- 2003 - present: Morgan Stanley Smith Barney
Senior Registered Associate
Santa Rosa, CA - 2002 - 2003: Morgan Stanley
Executive Administrative Assistant
San Francisco, CA - B.A. - Business Economics/Accounting 2002
University of California, Santa Barbara
Santa Barbara, CA - Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent State Law Exam
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