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Gavin H
Series 65
Quincy, IL
CWM, LLC
Gavin Higgins is a financial advisor with CWM, LLC in Quincy, IL, holding a Series 65 credential and one year of industry experience. Prior to joining CWM, he was self-employed for one year and worked at Schlipman Wealth Advisors during the same period. His earlier career includes roles in education at Quincy University and local schools. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines various analysis techniques with third-party sub-advisors and customization tools.
Mohamed A
Series 65, Series 63
Quincy, IL
CWM, LLC
Mohamed Ali is a financial advisor at CWM, LLC with 18 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Cetera Wealth Services, LLC and LPL Financial. Ali serves as chairman of the board for Blessing Hospital and is a board member of Blessing Corporate Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and a mix of fundamental and technical analysis.
Mark S
Series 63, Series 65
Quincy, IL
CWM, LLC
Mark Schlipman is a financial advisor with CWM, LLC in Quincy, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes twelve years at LPL Financial, followed by ten years with CWM, LLC and nine years at Cetera Wealth Services, LLC. Outside of his advisory role, he serves as a board member for the Church of St. Peter, advising on financial matters, and is a co-author and publisher of a self-help book. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios supported by an Investment Committee and combines fundamental and technical analysis with third-party sub-advisors, offering a range of portfolio management and retirement-plan services.
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