Tag: Retirement Planning and Wealth Management

WARRENVILLE, Ill. /Florida Newswire - National News/ -- Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.

WEST PALM BEACH, Fla. /Florida Newswire / -- Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach.

SEATTLE, Wash., July 15, 2024 (SEND2PRESS NEWSWIRE) -- Asset Defense Team and Vast Solutions Group (VastSolutionsGroup.com) are pleased to announce their joint venture, VastAssetDefense.com. This partnership brings together two leading companies in the asset protection and tax strategy industry, combining their expertise and resources to provide top-quality services to clients around the globe. The alliance is introducing an advanced AI platform called "Einstein" and is currently in Beta 4.0 and is also introducing a community called Vast Vault.

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

HUNTSVILLE, Ala. and TYSONS, Va., May 1, 2024 (SEND2PRESS NEWSWIRE) -- Keel Point, LLC ("Keel Point") is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm's Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel.

WEST DES MOINES, Iowa, April 12, 2024 (SEND2PRESS NEWSWIRE) -- On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a culture of engagement at the core of their business strategy.

WARRENVILLE, Ill., April 5, 2024 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

WARRENVILLE, Ill., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

WARRENVILLE, Ill., April 5, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

SAN DIEGO, Calif., Feb. 15, 2023 (SEND2PRESS NEWSWIRE) -- Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group's annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

WEST PALM BEACH, Fla. /FLORIDA NEWSWIRE/ -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.