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May 22, 2012updated 04 Apr 2017 3:40pm

Beverly Hills Wealth Management opens office in San Diego

Beverly Hills Wealth Management (BHWM) has opened an office in San Diego thereby expanding its advisory group.

By Verdict Staff

The former Morgan Stanley advisor, Taylor Schulte has joined the BHWM team as a financial advisor.

The new office will be the company’s third, having opened the company’s headquarters in Beverly Hills in April 2010 and Phoenix office in January 2012.

BHWM’s new operation in the area includes wealth management and portfolio development services to clients in the community.

Schulte will take on his new role of Financial Advisor at BHWM effective immediately.

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