Bart’s primary role in the Southwest Investment Advisor team is client contact. His job includes making and receiving incoming and outgoing client communication, and delegating jobs.
Bart has worked as a broker since 1983. He was with Morgan Stanley Dean Witter for over fourteen years, serving as Branch Manager in the final four of those years, then served three and a half years as a Branch Manager with US Bancorp Piper Jaffray. As a result, he has advised clients in both good and bad financial times, gaining experience in selecting the mix of performance and risk appropriate to each client’s needs.In May, 2010 Bart was selected for the distinction of Outstanding Advisor of the Year by Registered Rep Magazine *, one of 10 financial advisors selected by the editors for 2010. From hundreds of nominees, the winning advisors have demonstrated both business success and leadership in serving as guides to other financial advisors and as active participants in community activities.
Additionally, Bart is licensed as a general securities sales supervisor, and is an Arbitrator of the FINRA (formerly NASD) Dispute Resolution.
He is active in his church, serves as the Vice-President of the Board for Gospel Rescue Mission of Tucson (President from 2007 – 2010), and has served on the Board of Adjustments for the town of Oro Valley from 2002 – 2008. A near native to Tucson, Bart and Marcella have three very active grown children with grandchildren and enjoy wine tasting, scuba diving and travel ~ preferably all at once! Call our office or my direct line at (520) 544-0466.