Merrill Lynch adviser in Napa wins North Bay Business Leadership Pride award northbaybusinessjournal.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from northbaybusinessjournal.com Daily Mail and Mail on Sunday newspapers.
Ameriprise employee completes program, West Central Initiative offers fellowship, Marco expands shed business 2:00 pm, May 14, 2021 ×
Ameriprise Financial employee receives counselor designation
Justin Thoennes, a financial advisor for Ameriprise Financial Services, Inc. in Alexandria, has achieved the professional designation of a chartered retirement planning counselor through the College of Financial Planning.
Thoennes – who works with the private wealth advisory practice Steidl, Benzinger, Tatge, Seifert & Engebretson – completed the coursework and test requirements that covered pre-and post-retirement needs, asset management and estate planning.
Thoennes graduated from St. Cloud State University with a finance degree and has been working with Ameriprise since July 2020.
Steidl, Benzinger, Tatge, Seifert & Engebretson provides financial advice anchored in an understanding of client needs and provided in one-on-one relationships with clients.
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UBS Wealth Management USA announced today that five Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
“We are extremely proud of these five women for representing UBS on this prestigious list, said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. “Each of them add tremendous value to our industry and continued commitment to the clients they serve each day.”
Paula Mogan has over 25 years experience in the financial services industry, all of which has been focused on helping clients achieve their personal and financial goals. Paula refers to herself as an “advocate” for each of her clients, guiding them through the financial complexities that accompany both major and minor transitions in life. Paula earned the
BOSTON (BUSINESS WIRE) Apr 5, 2021
UBS Wealth Management USA announced today that five Financial Advisors in the firmâs Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
âWe are extremely proud of these five women for representing UBS on this prestigious list, said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. âEach of them add tremendous value to our industry and continued commitment to the clients they serve each day.â
Five UBS Advisors in Greater New England Named to Forbes/SHOOK Top Women Wealth Advisors List apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.