TRISTAN KING began his career in the wealth management industry as a Financial Advisor at Morgan Stanley. After completing their three-year wealth management training program, he had a realization — although he loved working one-on-one with clients, he now understood that his true passion lies in working behind the scenes as part of a team.
He made a successful transition into client servicing after moving to UBS Private Wealth Management. Now, Tristan is part of the original team that left UBS to start the ultra-high net worth boutique, Badii Group Private Wealth Management.
As Badii Group’s Senior Associate, Tristan is focused on all aspects of client service and operations. He works closely with Badii Group clients to provide the highest level of tailored six-star service to accommodate their needs. He is always looking for ways to improve the client experience, and he goes above and beyond to deliver solutions that exceed our clients’ expectations.
Tristan does not give financial advice in his current role.
Areas Of Experience
- Providing the highest level of tailored service
- Trading and order execution
- Model rebalancing
- Performance reporting
- Account opening and maintenance
- Coordinating lending with our banking partners
Education + Experience
Temple University – BBA in Finance and Real Estate
Finra Registered – Series 7 and Series 66 securities license
Tristan was raised in the greater Philadelphia area and now resides in Las Vegas, Nevada. As an experienced martial artist, he enjoys teaching martial arts and furthering his skills by traveling to and participating in unique training camps.
Registered States – CA