ĵµ¤Ö±²¥

Wealth Management Minor

The primary objectives for the Wealth Mangement minor are to provide a solid investment management foundation along with knowledge of managing special assets such as real estate for trust companies, investment management firms, private wealth organizations, large foundations, and other companies that specialize in managing stock and investment portfolios.

The Wealth Management program is designed to provide students with career opportunities in banking & financial services. A minor in Wealth Management opens up opportunities for students to work in banking, investment and portfolio management, and financial services. This minor fits on any business degree, but is especially appropriate for Finance majors.

Program Contact

Dr. Doug McIntyre

Professor of Business Administration 325-670-5817

Majors

Minors

Why Minor in Wealth Management at ĵµ¤Ö±²¥?

Dr. McIntyre teaches a business class.

Lucrative Careers

Careers attached to the minor include: commercial banking, iportfolio management, investment banking, trust management, financial planning, etc. Starting salaries are between $50,000-$85,000.

Graduating students

ĵµ¤Ö±²¥ Network

ĵµ¤Ö±²¥ has alumni contacts in the finance industry at Parkway Advisors, First Financial, Western Bank, Merrill Lynch, Edward D. Jones, and Morgan Stanley.

Program Details

All courses and course descriptions for each degree type can be found in the Undergraduate Catalog:

All ĵµ¤Ö±²¥ students are eligible for the program.

Careers attached to the minor include: commercial banking, investment banking, trust management, financial planning, etc. The program is designed to provide students with a solid foundation in managing investment portfolios, managing and growing wealth, trust administration as well as course preparation for the Level 1 CFA examination.

After graduation, it is suggested that graduates pursue Certified Financial Analyst I, II, & III, Series 6, 7, & 63 investment licensure.