Wally Taggart

Portfolio Manager at Sheaff Brock Investment Advisors LLC

Wally Taggart

Wally Taggart

Portfolio Manager at Sheaff Brock Investment Advisors LLC

Overview
RelSci Relationships

591

Relationships
RelSci Relationships are individuals Wally Taggart likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director & Chief Investment Officer at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Managing Director at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Director of Client Services at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Vice President-Client Solutions, Administrative Coordinator at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Director of National Sales at Northern Oak Wealth Management. Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Senior Vice President-Investments at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Vice President-Investments at Sheaff Brock Investment Advisors LLC

Relationship likelihood: Strong

Paths to Wally Taggart
Potential Connections via
Relationship Science
You
Wally Taggart
Portfolio Manager at Sheaff Brock Investment Advisors LLC
Career History
Portfolio Manager
Current

Sheaff Brock Investment Advisors provides discretionary advice to clients based on each client's individual objectives, time horizons, risk tolerance, and liquidity needs. The firm's investment recommendations are not limited to any specific product or service and generally include advice regarding: exchange-listed securities; securities traded over-the-counter; warrants; corporate debt securities (other than commercial paper); CDs; municipal securities; mutual fund shares; US governmental securities; and options contracts on securities.Sheaff Brock provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. Portfolios can be blended to build an appropriate mix of income and growth potential for each client. Sheaff Brock offers the following portfolio options: IntelliBuilD Growth, Bulls of the Dow, Mid-Cap 10, Dividend Growth and Income, Covered Call Income, Preferred Stock Income, Core Plus Bonds, High Yield Bonds, Dynamic Allocation, Technical Long/Short, Alternatives (hard assets, foreign equities and currencies), and Option Overlays.

Professional
Prior

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Professional
Prior

Dean Witter Reynolds was an American stock brokerage and securities firm catering to retail clients. In 1997, Dean Witter's parent company Dean Witter, Discover, Inc., which also owned Discover Card, merged with investment banking house Morgan Stanley to form Morgan Stanley Dean Witter. The combined firm later dropped the Dean Witter name. In 2009, the Dean Witter retail operations were transferred to Morgan Stanley Smith Barney, a joint venture with Citigroup.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Wally Taggart. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Wally Taggart's profile does not indicate a business or promotional relationship of any kind between RelSci and Wally Taggart.