Online options broker AOS, Inc. has launched Private Client Services, a new initiative to extend wealth management assistance to the firm's online brokerage clients.
The PCS group will leverage the firm's options expertise to provide clients portfolio management solutions that incorporate specific options strategies structured to preserve wealth or enhance returns.
Under the direction of Michael Westmoreland and Kevin McNeese, AOS Private Client Service representatives work one-on-one with retail investors and high net-worth individuals to establish and execute specific financial goals.
Mr. Westmoreland has over 16 years experience in the financial industry and specializes in combining option strategies with equities, bonds, ETFs, and mutual funds. Mr. Westmoreland began his career at Prudential Securities where he performed the entire range of back office operations including inventory control and trading support. He eventually served as the primary point-of-contact between the region's retail trading operation and its 1,200 customer sales channel.
With 17 years experience in the securities industry, Mr. McNeese specializes in retirement planning. He develops portfolios using stocks, options, bonds, mutual funds as well as variable annuities. Prior to joining AOS, Mr. McNeese previously worked with Lehman Brothers Inc., H & R Financial Advisors, Ryan Beck & Co.