Tags Retirement Planning and Wealth Management

Tag: Retirement Planning and Wealth Management

DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
Michael S. Schiff, J.D., AEP, TEP

KF Advisors Adds Senior Advisor Michael S. Schiff to Its South Florida Team in West Palm Beach

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.

Southwestern Investment Group’s Jesse Scroggins Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins Wealth Team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

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