Search by Tag: financial planning
852 total news stories found.
Marquis Who's Who Honors Omar Chyou for Expertise in Financial Services
2024-09-06 | Omar Chyou is a distinguished financial advisor and senior vice president at Merrill Lynch Wealth Management
Marquis Who's Who Honors Ron Diaz for Expertise in Wealth Management
2024-08-28 | Ron Diaz specializes in retirement and estate planning as the owner of ManAm Retirement Group
Marquis Who's Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship
2024-08-28 | Distinguished expert in marketing communications for the financial services sector used empathy, grit and innate curiosity to overcome challenges and realize business success
Marquis Who's Who Honors Preston L. Langley Jr. for Expertise in Education
2024-08-27 | Preston L. Langley Jr. is a recognized expert in collegiate debate and higher education
Dawayne Robinson Honored for More Than 30 Years of Service in the Field of Finance
2024-08-26 | Dawayne Robinson is a senior financial analyst for federal government contractor Drodex, Inc.
Jon Andrew Wingent, CFP, Honored for Expertise in Wealth Management
2024-08-21 | Jon Andrew Wingent, CFP, is a wealth advisor at Morton Wealth
Marquis Who's Who Honors Mikilisha Green, MBA, for Expertise in Financial Services
2024-08-20 | Mikilisha Green, MBA, has found success as the director of strategic research finance at the MD Anderson Cancer Center
H. McKinley Wiggins has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-08-19 | H. McKinley Wiggins acknowledged for expertise in financial advising and wealth planning
Marquis Who's Who Honors Joseph Evans Dewhart Jr. for Expertise in Financial Planning
2024-08-15 | Joseph Evans Dewhart Jr. is lauded for excellence in consulting and investment services
Marquis Who's Who Honors Mark A. Kidd, MBA, for Leadership within Charitable Organizations
2024-08-14 | Mark A. Kidd acknowledged for expert consultancy in the nonprofit sector
Coconut Software and LPL Financial Announce Strategic Relationship, Offering Advisors a Streamlined, Efficient Meeting Scheduling Solution
2024-08-08 | With client experience and engagement top of mind, LPL advisors can now streamline client meeting scheduling with Coconut Software.
Lynn Kvidt Celebrated for Dedication to the Real Estate Industry
2024-08-02 | Lynn Kvidt lends years of expertise to her work with Greenberg Realty
Marquis Who's Who Honors Ryan E. Loynd, AIF, CFBS, for Expertise in Finance
2024-08-01 | Ryan E. Loynd, AIF, CFBS, serves as the chief executive officer for BrightGuide Financial LLC
James Eddins Celebrated for Dedication to the Financial Industry
2024-08-01 | James Eddins lends years of expertise to his work with 4Kast ADVISORS® LLC & 4Kast SYSTEMS® LLC
Marquis Who's Who Honors Scott R. Perrone, MS, CFP® for Expertise in Financial Planning
2024-07-30 | Scott R. Perrone, MS, noted for his success in financial planning as the founder of Retire Orlando
Marquis Who's Who Honors Michael J. Wimmer II, CFP®, MS, for Expertise in Wealth Management
2024-07-30 | Michael J. Wimmer II, CFP®, MS, serves as a managing associate at Magnolia Wealth Strategies
Susan Ghabious Khirs, CPA, Honored for Expertise in Financial Services and Accounting
2024-07-23 | Susan Ghabious Khirs, CPA, celebrated for over 15 years of success in the financial industry
Ticino Management, Inc. (USA) has triumphantly secured an astounding €100M+ in Humanitarian Funding for Plutonic Capital Management (Barbados) Ltd.
2024-07-22 | This remarkable achievement is evidence of Ticino Management, Inc.'s unwavering commitment and expertise. The secured funding will significantly impact social welfare and humanitarian efforts in Barbados.
Thomas D. Dunkel Celebrates Decades in Entrepreneurship
2024-07-19 | Thomas D. Dunkel serves as the chief investment officer at Belrose Storage Group