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Professional Details
- Jeff Weiler is a Senior Partner with The Pacific Wealth Group and acts as the lead Portfolio Manager for the Special Situations portfolio. Jeff is a Senior Vice President and Wealth Advisor located in the Morgan Stanley* Lake Oswego, Oregon office. As an Oregon native, Jeff focuses on tactical client portfolio asset management and wealth management strategies for uniquely successful second and third generation Oregon families and Non-Profit Foundations in the U.S.
Jeffrey Gordon Weiler
holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
Professional Details
- Sean Gabrio is a Senior Partner with The Pacific Wealth Group. With over 18 years of industry experience Sean drives the team’s asset allocation and manager selection process from the Portland, Oregon office of Morgan Stanley*. He has obtained the Certified Investment Management Analyst (CIMA) designation and holds the titles of Senior Vice President, Wealth Advisor and Senior Consultant. He is also a member of the Investment Management Consultants Association and has helped the team achieve a top ten ranking for Oregon Advisors from the Oregon Business Magazine and is listed in the Portland Business Journal’s Book of Lists as one of Portland’s top Wealth Advisors.
Sean Vincent Gabrio
holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
Professional Details
- Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 20 years of experience in the industry, he is a Senior Vice President, Wealth Advisor, and Senior Consultant, located in the Morgan Stanley* Bend, Oregon office. He currently holds the Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations and is a member of the Financial Planning Association and the Investment Management Consultants Association. Jim and his partners have been frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.
James P Mead
holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures;
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures;
Professional Details
- Scot Berryman is a Senior Partner with The Pacific Wealth Group centered out of the Eugene, Oregon office of Morgan Stanley*. He is a Senior Vice President, Wealth Advisor, and Senior Consultant within Morgan Stanley* and holds CFP practitioner and Certified Investment Management Analyst (CIMA) designations. He heads up the Estate Planning and Wealth Transfer committee for The Pacific Wealth Group.
Scot Francis Berryman
holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NJ, NM, NV, OK, OR, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures;
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