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Wealth Management Advisor
Senior Vice President - Investments
Senior Vice President - Wealth Management
Senior Vice President-Wealth Management
The Cummins-West Group delivers the intimacy and personal service of a boutique along with the vast resources of one of the world's most prestigious wealth management firms. Our team understands what you value most in life - your family, your business, your legacy.We serve a diverse group of affluent families, business owners and entertainers who value trust, transparency and confidentiality. Our greatest satisfaction comes from helping clients realize their financial goals, today and in the future.For clients across the country, we customize wealth management strategies based on a clear understanding of each unique circumstance, concern and aspiration. Utilizing traditional and alternative asset classes, our mission is to grow, preserve and transfer wealth in the most tax-advantageous way.Well versed in family dynamics and wealth transfer issues, we work closely with clients' CPAs and trust attorneys, for a truly personalized wealth plan. With access to a Merrill Lynch Banking Advisor from Bank of America, N.A., we are able to simplify and expedite the lending process for clients, including competitive real estate financing and securities-based lending.We strive to exceed expectations while minimizing risk and preserving capital during periods of market volatility. We desire long-term relationships that extend beyond individual transactions, span market cycles and even generations. We are privileged that our practice continues to grow exclusively through client referrals.
Don West, CFP®Wealth Management AdvisorDon is a Senior Vice President-Wealth Management and a veteran of Merrill Lynch since 1996. He has over 30 years experience advising high net worth clients and providing customized investment strategies utilizing a core/satellite approach to portfolio management. He takes great pride in delivering personalized attention and seasoned perspectives to each client. Don focuses on retirement planning, insurance, annuities and trust & estate planning services. He earned his BS in Finance from California State University Northridge and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Don resides in Thousand Oaks with his wife, Susan. Don and Susan have four grown children and eight grandchildren.Joshua Cummins, CFAWealth Management AdvisorJosh is a Senior Vice President-Wealth Management with 18 years experience in the wealth management industry. His focus is on serving the complex needs of ultra-high net worth clients. Josh advises on asset allocation, portfolio management and alternative investments*, including private equity and market-linked investments. Prior to joining Merrill Lynch, Josh worked in Wealth Management at UBS, Credit Suisse and Donaldson Lufkin & Jenrette, and as a Financial Analyst for the Columbia University Endowment. He holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Josh completed his BA in Business Administration from Pepperdine University and earned his MBA from the Graduate School of Business at Columbia University. He resides in Westlake Village with his wife, Kristen, and three children, Kylie, Jake and Caitlin.Michelle Gruber, CFP®, CRPC®Financial AdvisorMichelle is a Financial Advisor with 15 years experience in the wealth management industry. Her focus is on customizing strategies in the areas of retirement planning, social security planning, tax minimization, and generational wealth transfer. Michelle's passion is to provide sound financial education to professional women, widows and divorcees. Prior to joining Merrill Lynch, she worked in Wealth Management at UBS. Michelle holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning CounselorSM designation. She earned a BS in Finance from California State University Northridge. Michelle resides in Sherman Oaks and is active in several charities.Laura KokinskiClient AssociateLaura is a Client Associate with over 25 years experience in the financial services industry. Often the first point of contact, Laura is a highly regarded professional with an exceptional client service skill set. She places a high emphasis on client satisfaction and is dedicated to proactively meeting clients' administrative needs while building deep relationships. Laura resides in Moorpark with her husband, Ray and has two daughters, Brittanie and Courtnie.Becky BatesClient AssociateBecky is a Client Associate with 5 years experience in the banking services industry. She works with Laura on a plethora of services, including new accounts, online services, banking platforms and retirement services. Becky is committed to providing clients with the highest level of service excellence. She completed her Masters of Arts in English at California State University Northridge and resides in Oxnard.CFA® and Chatered Financial Anlyst® are registered trademarks of the CFA Institute.Certificed Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Michelle Gruber is registered to do business in : AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, VA, WA
Don West is registered to do business in : AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, VA, WA
Joshua Cummins is registered to do business in : AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, KS, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, VA, WA
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