Tag: wealth management firm
Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
Del Monte Group Launches A Place of Possibility™ Podcast Series Exploring the World of Wealth Management beyond Money
ALAMO, Calif., Aug. 24, 2021 (SEND2PRESS NEWSWIRE) -- Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.
Luma Wealth Has Formed an Advisory Council
CLEVELAND, Ohio, May 17, 2021 (SEND2PRESS NEWSWIRE) -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.
