The Bluestein Wealth Management Group Of Wedbush Securities
MARK BLUESTEIN
Managing Director, Investments
Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.
WILLIAM RUFFIN
Registered Client Services Associate
Through his 15+ years of financial investment experience, William (“Bill”) has developed a strong understanding and expertise of the process and operational side of the industry. After earning a finance degree from the University of Maryland, Bill spent time at Smith Barney, Morgan Stanley and Capital Financial Group as an Assistant Trader where he focused mainly on secondary markets. For Bill, Client retention hinges on three facets: superb customer service, reliability and trust.
Our website uses cookies to improve the performance of our site, to analyze the traffic to our site, and to personalize your experience of the site. You can control cookies through your browser settings. Please find more information on the cookies used on our site in our Privacy Policy. By clicking OK, you agree to allow us to collect information through cookies. To learn more about the categories of information we collect and what we do with it, information, please see our Notice at Collection.
