CoverProfile

Samuel Urso

Wealth Management Advisor

Bleakley Financial Group

United States, Colorado, Denver

About Me

Success doesn’t happen by chance. Even after success is achieved, you must continue to devote time and energy to remain successful. This is true in all areas of life, including finances. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome. Tre grew up in West Virginia and graduated from WVU with a BS in Finance. Upon graduation, Tre was commissioned and entered the US Air Force. During his roughly 12 years of service, Tre achieved the rank of Major and flew the T-37, T-38, F-15C, and F-117 aircraft
View more

Profile Information

Wealth Management Advisor

Bleakley Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

May 15, 2024

More profiles to browse

Profile Photo
Michael J. Mckiernan
Managing Director & Wealth Management Advisor
Profile Photo
Mark Feldman
Managing Director & Wealth Management Advisor
Profile Photo
Richard Wright, Jr.
Partner & Wealth Management Advisor
Profile Photo
Brett Goldstein
Wealth Management Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST