Tag Archives: Retirement Planning and Wealth Management

New book, ‘Who Gets Your Passwords?,’ helps families prepare for managing digital assets after death

Most older adults have planned their estates. Few have planned their digital estates.

ASHEVILLE, N.C., July 14, 2026 (SEND2PRESS NEWSWIRE) — Millions of Americans have prepared wills, named beneficiaries, and organized their financial records, but many have overlooked a critical question: What happens to their email accounts, online banking, digital photos, passwords, and other digital assets when they die? TheSeniorTechie founder Paul Wilczynski addresses that growing problem in his new book, “Who Gets Your Passwords? TheSeniorTechie Guide To Digital Estate Planning” (ISBN:‎ 979-8995501725), now available on Amazon.

Image caption: Cover, “Who Gets Your Passwords? TheSeniorTechie Guide To Digital Estate Planning.”

As more of daily life moves online, family members are increasingly finding themselves unable to access important accounts, documents, photographs, and records after the death of a loved one.

“Many people have spent years preparing traditional estate documents,” said Wilczynski. “But they haven’t prepared their digital estate. Families often discover too late that they don’t know where important information is stored, what accounts exist, or how to access them.”

A digital estate includes far more than social media accounts. It can include email, online banking, cloud storage, digital photographs, smartphones, subscription services, shopping accounts, websites, loyalty programs, and other online assets accumulated over a lifetime.

The book is intended not only for individuals and families but also as a practical resource that can support conversations between clients and the professionals who help them prepare wills, trusts, and estate plans. Wilczynski believes digital estate planning should become a routine part of the broader estate planning process.

Written specifically for non-technical readers, the guide focuses on simple, practical steps for identifying digital assets, organizing account information, protecting privacy, preserving family memories, and creating clear instructions for loved ones.

“We spend a lifetime creating digital assets without thinking of them as assets,” said Wilczynski. “Taking a little time to organize that information today can save loved ones a great deal of frustration tomorrow.”

The issue affects people of all ages but may be particularly important for older adults who have accumulated decades of records, photographs, correspondence, and online accounts.

“At its heart, digital estate planning isn’t really about passwords,” Wilczynski said. “It’s about making life easier for the people you care about.”

“Who Gets Your Passwords? TheSeniorTechie Guide To Digital Estate Planning” is available in paperback and ebook formats through Amazon at https://www.amazon.com/dp/B0H7N336SQ.

ABOUT PAUL WILCZYNSKI

Paul Wilczynski is the publisher of TheSeniorTechie, a technology education platform dedicated to helping older adults use technology with confidence. He is the author of “Who Gets Your Passwords? TheSeniorTechie Guide To Digital Estate Planning” and “Don’t Move To Asheville: A Ruthlessly Honest Guide That Will Ruin Everywhere Else.” He lives in Asheville, North Carolina. Learn more at https://www.TheSeniorTechie.com/

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Image caption: Cover, “Who Gets Your Passwords? TheSeniorTechie Guide To Digital Estate Planning.”

NEWS SOURCE: TheSeniorTechie

This press release was issued on behalf of the news source (TheSeniorTechie), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

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Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026

WARRENVILLE, Ill., Jan. 15, 2026 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026.

“At its core, our mission is to serve as a guide for our clients — helping them navigate complexity, make informed decisions, and ultimately increased confidence in the path they’re on,” said Fernando Ereneta, CFP®, CKA®, CEO of Legacy Wealth Advisors. “This recognition reflects the trust our clients place in us and the responsibility we feel to honor that trust every single day. We are deeply grateful to them for allowing us to walk alongside them in every stage of life.”

Legacy Wealth Advisors is known for its collaborative approach, ensuring clients benefit from the collective expertise of the entire team. This structure allows for comprehensive planning that integrates investment management, retirement strategy, tax-aware planning, estate considerations, and philanthropic goals into one cohesive plan.

“This award is a direct result of the care and intention our team brings to each relationship,” said Seth Pietrini, COO of Legacy Wealth Advisors. “We take a holistic view of our clients’ lives — not just their portfolios — and deliver a level of service we often describe as white glove. Our goal is to simplify the financial journey and give clients the confidence that every detail is being thoughtfully managed.”

Legacy Wealth Advisors is a dynamic, experienced team that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. Together, they bring decades of combined experience, diverse perspectives, and a shared philosophy centered on education, proactive guidance, and values-based planning — including helping clients align their wealth with charitable and philanthropic intentions.

Fernando Ereneta has also earned consistent individual recognition, having been named to the Forbes Best-in-State Wealth Advisors list every year from 2018 through 2025. Legacy Wealth Advisors was included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023, 2024, and 2025 and has continued to build upon that foundation with each successive year of recognition.

“Our success is truly a reflection of our clients,” Ereneta added. “Their confidence in our team motivates us to continually raise the bar in service, integrity, and impact.”

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visithttps://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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NEWS SOURCE: Raymond James Financial Services - Legacy Wealth Advisors

This press release was issued on behalf of the news source (Raymond James Financial Services - Legacy Wealth Advisors), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/legacy-wealth-advisors-has-once-again-been-named-to-the-forbes-best-in-state-wealth-management-teams-list-for-2026/

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025

WARRENVILLE, Ill., June 9, 2025 (SEND2PRESS NEWSWIRE) — 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.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025.

“This honor reflects the tireless commitment our team brings to every relationship,” said Seth Pietrini, COO Legacy Wealth Advisors. “We approach our work with the same care, diligence, and responsibility we would give to our own families. It’s a privilege to be recognized for that.”

“Our mission has always been to be a guide to our clients, to educate them, and to give them added confidence,” added Fernando Ereneta, CEO Legacy Wealth Advisors. “It’s great to see the team’s dedication and integrity acknowledged at this level.”

Legacy Wealth Advisors is a dynamic and experienced group that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. The team brings together decades of combined expertise, diverse perspectives, and a shared commitment to personalized financial guidance.

Fernando Ereneta, CFP®, CKA® has been a consistent presence on the Forbes Best-in-State Wealth Advisors list, earning individual recognition each year from 2018 through 2025. Legacy Wealth Advisors was also included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023 and 2024 and continues to build on that strong foundation.

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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NEWS SOURCE: Raymond James Financial Services - Legacy Wealth Advisors

To view the original story, visit: https://www.send2press.com/wire/legacy-wealth-advisors-has-once-again-been-named-to-the-forbes-best-in-state-wealth-management-teams-list-for-2025/

Klingenstein Fields Advisors Expands Its South Florida Team

WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS 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.

Photo caption: Christopher E. Havlicek.

Chris will be working closely with John and Mike, as well as the firm’s New York-based professionals, to help prospective clients identify and address their complex philanthropic, legacy, and wealth planning needs.

“This enhanced presence and valuable addition to our team demonstrates our continued commitment to serving the key south Florida market,” said John Pavela. “Chris has longstanding roots in the community and possesses deep experience in creating integrated solutions for individuals and families with significant assets. His client-focused, personalized approach aligns strongly with Klingenstein Fields Advisors, and we look forward to his contributions in expanding our presence in south Florida and beyond.”

Prior to Klingenstein Fields Advisors, he was the Chief Marketing Officer of Palm Beach Capital, spearheading the firm’s marketing, fundraising, deal sourcing, and community involvement efforts. Before that, Chris was the Florida Market Manager and Managing Director at J.P. Morgan Private Bank. Prior to J.P. Morgan Private Bank, he was with Goldman Sachs in Boston and New York. Chris has served on several philanthropic boards throughout Florida and Massachusetts and holds a Bachelor of Arts from the University of Virginia, where he was a three-time All-ACC Academic Team member and captain of the men’s varsity basketball team.

“I am excited about the opportunity to help Klingenstein Fields Advisors’ clients grow and preserve their wealth for generations to come,” said Chris. “I believe that our approach to working with individuals and families helps us deliver solutions and services that can enhance their financial well-being.”

About Klingenstein Fields Advisors

Klingenstein Fields Advisors is an independent SEC-registered advisor with approximately $4.7B in AUM (as of 12/31/24), with offices in New York City and West Palm Beach. For over 35 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management. For more information about KF Advisors, please contact us at 212.492.7000 or visit us at https://www.klingenstein.com/.

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NEWS SOURCE: Klingenstein Fields Advisors

This press release was issued on behalf of the news source (Klingenstein Fields Advisors), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/klingenstein-fields-advisors-expands-its-south-florida-team/

Eagle Ventures Partners with Keel Point to Combat Human Trafficking Through Technology Investments

DALLAS, Texas, Sept. 23, 2024 (SEND2PRESS NEWSWIRE) — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor to the Eagle Freedom Fund, bringing its financial expertise to amplify the Fund’s efforts to invest in innovative technologies designed to combat human trafficking globally.

Image caption: Keel Point.

This partnership reflects a shared commitment to eradicating one of the world’s most pressing issues. Human trafficking impacts more than 50 million people annually[*1], generating over $345 billion in illicit revenue[*2]. Through this collaboration, Eagle Freedom Fund and Keel Point will channel capital into cutting-edge technologies and solutions that empower law enforcement, businesses, and nonprofits to disrupt trafficking networks and provide protection for vulnerable populations.

Wes Lyons, General Partner at Eagle Venture Fund, emphasized the alignment between Eagle’s mission and Keel Point’s values: “At Eagle, we believe that capitalism can be a force for good. This partnership allows us to leverage Keel Point’s deep financial expertise to scale investments that save lives and protect the dignity of millions of trafficking victims.”

Keel Point’s role as a Sub-Advisor will enhance the Fund’s capacity to identify and support scalable, market-based solutions in the technology sector. These technologies include AI-enabled platforms, supply chain transparency tools, and predictive analytics to help prevent human trafficking and disrupt criminal networks.

Lyle Minton, CIO of Keel Point, expressed enthusiasm about the collaboration: “Joining forces with the Eagle Freedom Fund on this critical issue aligns perfectly with our firm’s mission to offer clients financial strategies that not only grow wealth, but also align with their values and have a significant positive impact on society. Together, we will work to help create a future where human trafficking is no longer tolerated.”

This partnership is part of Eagle Freedom Fund’s broader initiative to decimate human trafficking through high-impact investments. The Fund focuses on native impact—where profit and positive social outcomes are directly linked—ensuring that each dollar invested contributes to measurable, life-saving results.

For more information, visit www.eagleventurefund.com or contact info@eagleventurefund.com.

About Eagle Freedom Fund:

Eagle Freedom Fund is a specialized impact fund under Eagle Venture Fund, with a mission to combat human trafficking through for-profit investments. By backing innovative technologies and market-based solutions, Eagle Freedom Fund seeks to transform the lives of millions affected by trafficking and exploitation.

About Keel Point:

Keel Point is a national financial planning and investment management firm that combines deep financial expertise with a passion for serving clients. The firm offers tailored investment strategies and financial services to a broad range of individuals, families and institutions that align financial objectives with purposeful impact.

For more information, visit keelpoint.com.

*Citations:

[1] https://www.ilo.org/resource/news/50-million-people-worldwide-modern-slavery-0

[2] https://www.nasdaq.com/global-financial-crime-report

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NEWS SOURCE: Keel Point Capital LLC

This press release was issued on behalf of the news source (Keel Point Capital LLC), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/eagle-ventures-partners-with-keel-point-to-combat-human-trafficking-through-technology-investments/

Asset Defense Team and Vast Solutions Group Announce a New Joint Venture for Asset Protection and Tax Strategy

SEATTLE, Wash. /ScoopCloud/ -- 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.

Asset Defense Team is a well-respected firm known for its innovative strategies and high success rate in safeguarding assets for individuals and businesses. VastSolutionsGroup.com is a renowned provider of tax and retirement strategies using artificial intelligence with a strong track record in sophisticated tax mitigation strategies and now offers commercial property financing along with other solutions for the modern entrepreneur.

Together, Asset Defense Team and VastSolutionsGroup.com will offer a full range of asset protection services, estate planning, third party administration, and tax mitigation all while using advanced proprietary strategies and platforms. Their team of experts will collaborate closely with clients to understand their unique needs and develop customized solutions to help them grow/secure their assets and minimize risk. A key component will also be commercial property finance.

"We are excited to partner with VastSolutionsGroup.com and bring our combined expertise to the table," said Bob Bluhm, Managing Attorney of Asset Defense Team. "This joint venture will allow us to better serve our clients and provide the highest level of protection for their assets."

"Asset Defense Team is a natural fit for us, and we are thrilled to join forces with them," said R. Kenner French, of VastSolutionsGroup.com. "We believe that this partnership will allow us to better serve our clients and help them achieve their tax mitigation and asset protection goals."

About Asset Defense Team:

Asset Defense Team is a leading asset protection and estate planning firm that helps individuals and businesses safeguard their assets through innovative strategies and top-quality services.

About Vast Solutions Group:

The pioneer in tax and retirement strategies for entrepreneurs using artificial intelligence(tm). Vast Solutions Group has been in existence since 1969 and has offices throughout the U.S. Learn more at: https://vastsolutionsgroup.com/.

For more information about Vast Asset Defense, please visit the website at https://vastassetdefense.com/ or e-mail Info@VastSolutionsGroup.com.

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.

Related link: https://vastsolutionsgroup.com/

Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y. /ScoopCloud/ -- 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.

"Andrew contributes a wealth of knowledge to our team," said Kenneth D. Pollinger, Chairman and Co-CEO. "His in-depth experience and expertise around holistic multi-generation planning, tax, philanthropy, pre-liquidity event planning, and estate planning broadens our wealth planning resources and will enable us to strengthen new and existing relationships."

Andrew previously worked at SVB Private (a subsidiary of First Citizens Bank) where he served as a Director and Senior Wealth Strategist in the Family Office Services Group. Prior to that, Andrew was at First Republic Bank as an Advanced Planner, providing holistic financial planning services to a nationwide client base. Andrew began his career as an Analyst in the Mergers and Acquisitions Group of Anywhere Real Estate Inc., the largest franchiser of residential real estate brands in the U.S. Andrew earned a B.A. in Economics and Finance from Lafayette College and a M.S. in Taxation from Rutgers Business School.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.6 billion in assets as of 12/31/23. The firm offers a full complement of wealth, planning, and investment management to a broad array of individuals, multi-generational families, and institutions.

More information: https://www.klingenstein.com/

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.

Related link: https://www.klingenstein.com/

Joe Moore Appointed Head of Keel Point Family Office

HUNTSVILLE, Ala. /ScoopCloud/ -- 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. Keel Point and its Family Office currently serve more than 30 multigenerational families across the U.S. and have more than $3 billion in AUM/AUA.

Located in the firm's Tysons, VA office, Joe is responsible for leading the firm's Family Office business which focuses on providing financial planning, investment management, and family dynamics services to high-net-worth families. Joe brings particular expertise in estate and income tax optimization, generational wealth transfers, family business succession planning, and philanthropic strategies to the role. Additionally, he acts as the primary liaison with outside family advisors, attorneys, CPAs, and investment departments to implement tax, estate, charitable, and real estate strategies and transactions.

"I'm excited to continue the development of Keel Point Family Office to ensure we remain focused on helping client families navigate the complexities associated with their wealth," said Joe. "We have an outstanding capacity to serve clients across the U.S., offering deep bench strength and a particular focus on addressing the needs of second- and third-generational wealth."

"Joe brings exceptional leadership, collaboration skills, and an unwavering client focus to the role," said Mike Perry, President of Keel Point. "Joe has a proven track record of success, and we look forward to leveraging Joe's leadership to continue developing new and creative ways to serve our Family Office clients."

An active member of the community, Joe serves on the Boards of multiple private foundations focused on the arts and education. He is a graduate of the Ohio State University's Fisher School of Business and completed his Certified Financial Planning studies at Georgetown University.

Learn more: https://keelpoint.com/

Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Investment Advisory Services are offered by Keel Point, LLC an affiliate of Keel Point Capital, LLC.

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.

Related link: https://keelpoint.com/

Foster Group Recognized as a 2024 Gallup Exceptional Workplace Award Winner

WEST DES MOINES, Iowa /ScoopCloud/ -- 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.

"The culture at Foster Group is built on the strength of all of our team members choosing to passionately rally around our vision of helping our team, our clients, and our communities experience meaningful and generous lives. This is an essential part of our day-to-day interactions," said Buck Olsen, CEO. "The foundation of our team is built upon our values of care, character, and competence. Our team embodies these values, and it shows up in the relationships we have with each other, and with the clients we have the privilege of serving."

Backed by Gallup's world-class analytics and research into high-performance workplaces, for more than a decade, Gallup has presented this honor to organizations that have proven their ability to achieve exceptionally high levels of workplace engagement by investing in their people.

Foster Group is one of just 60 total employers chosen worldwide.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION, ADVERTISING DISCLOSURE INFORMATION, AND THE LIMITATIONS OF ANY RANKING/RECOGNITIONS, at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com. For specific details about the award, visit www.fostergrp.com/who-we-are/industry-recognition. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of satisfaction or performance. This award should not be construed as an endorsement of the advisor by any client.

About Foster Group Inc.

Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure client relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.

We believe in clients having full-access to the collective abilities of all our team members, rather than being served by just a single advisor. And, perhaps most importantly, we are committed to going beyond the portfolio, to understand the hearts and purposes of our clients.

We display our values-driven approach not just in what we say, but in how we serve our clients, our communities, and our fellow team members. By advancing our advice with science and getting the right people in the right positions, we are in constant pursuit of a better client experience.

We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services.

We invite you to enter into a conversation, into our world of expertise, and into a long-lasting relationship in which we do everything within our power to live up to our promises.

Foster Group is registered as an investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Learn more at: https://www.fostergrp.com/

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.

Related link: https://www.fostergrp.com/

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- 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. https://www.forbes.com/lists/top-wealth-advisors/?sh=28a36ec1c7ca

"For the seventh year in a row, I've been named as one of Forbes' Best in State advisors for Illinois. I thank God for the clients we serve, and their continued faith in the team to guide their families, as well as the trust they show through continued referrals," said Fernando S. Ereneta, CFP®.

The Legacy Wealth Advisors team has also recently been named to the Forbes Best-in-State Wealth Management Teams Lists, and includes Financial Advisors, Fernando S. Ereneta, CFP®, Justin Ancona, CFP® & Jennifer Secola, CFP®.

Legacy Wealth Advisors, 4200 Cantera Drive | Suite 221 | Warrenville, IL 60555; P: 630-791-9226 F: 630-791-9233. https://www.legacywealthadv.com/

MEDIA CONTACT:
Fernando Ereneta, CFP®
Private Wealth Advisor, RJFS
CEO, Legacy Wealth Advisors
P: 630-791-9226

Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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.

Related link: https://www.legacywealthadv.com/

Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list

WARRENVILLE, Ill. /ScoopCloud/ -- 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!

"I am proud of the Legacy Wealth team and their commitment to serving our clients. The team views them as family and handles their finances with all the care they would their own," said Seth Pietrini, COO at Legacy Wealth Advisors.

"Our purpose is to guide, educate, and give confidence to our clients, and I am inspired to see our team do that every day. They are honored to receive this award," he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, and 2023. The team also won this award in 2023, the first year of the "Team" award.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

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.

Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:

* Financial management

* Tax−sensitive investment strategies

* Retirement savings

* Insurance planning

* Education planning

* Estate considerations

In addition to the education and examination components of certification, Eckhardt also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Eckhardt completed his professional program at The American College of Financial Services ( https://www.theamericancollege.edu/ ).

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, Colorado 80904−8106.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.

The CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the U.S.

MEDIA CONTACT:

Keith Eckhardt

719−578-5833

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Related link: https://www.edwardjones.com/

Strategic Benefits Advisors hires industry veteran Michael Yaschik as a senior benefits consultant

ATLANTA, Ga. /ScoopCloud/ -- Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA's clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.

Yaschik brings more than 25 years of pension consulting experience to SBA. He most recently served as a senior project manager at global professional services firm Aon (NYSE: AON), where he managed a team of customer service representatives, pension analysts and technical analysts as they helped new clients implement custom pension administration systems and provided ongoing pension administration services. Prior to his 24 years at Aon, Yaschik was a benefits analyst for Atlanta-based pulp and paper company Georgia-Pacific.

"At this time of sweeping transformation in the benefits landscape, employers need experienced advisors they can rely on for sound guidance and creative approaches for anticipating and solving problems," said SBA Founding Principal Mindy Zatto. "SBA is proud to welcome Michael Yaschik as a senior benefits consultant. His quarter-century of experience significantly augments a team we are already proud to call one of the most tenured in the business."

"The most rewarding part of my career has been building long-term trust with clients through the delivery of thoughtful guidance and attentive service," said Yaschik. "I'm excited to join a team that shares these values, and I am energized by the opportunity to forge new relationships and solve fresh challenges on behalf of SBA's clients."

Yaschik earned his bachelor's degree in risk management in 1997 from the University of Georgia's Terry College of Business, where he graduated cum laude. He earned his master's degree in business administration (MBA) in finance from Georgia State University's J. Mack Robinson College of Business in 2000.

About Strategic Benefits Advisors:

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 1,000 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry.

For more information, visit https://www.sba-inc.com/.

Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA's clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.

Related link: https://www.sba-inc.com/

Palisade Capital Management Named a Top RIA by FA Magazine

FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country.

"This award represents our team's deep commitment to providing a fundamentally different wealth management experience for clients" shares Alison Berman, Palisade's Managing Partner, President & Chief Executive Officer. "I am proud to work with these professionals who take their fiduciary duty to heart and dedicate themselves each and every day to doing what is best on our clients' behalf."

About the Financial Advisor Magazine RIA Survey

FA Magazine's rankings are based on year-over-year regulatory assets under management among independent RIAs as of December 31, 2022. There is no fee to participate in the survey. More information can be found on the FA Magazine website

About Palisade Capital Management

For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management. At Palisade, clients benefit from personalized, attentive service, planning customized to their unique circumstances, investment expertise founded in our institutional heritage, and a wide breadth of support resources.

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

For more information, visit: https://palisadecapital.com/

Disclosures

The information contained herein reflects the view of Palisade Capital Management, LP and its affiliates (collectively, "Palisade" or the "Firm") as of the date of publication. These views are subject to change without notice at any time subsequent to the date of issue. All information provided in this release is for information purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no assurance, representation, or warranty is made concerning the accuracy of the data presented. In addition, there can be no guarantee that any projection, forecast, or opinion in the release will be released. Always consult with your CPA or tax professional. State tax laws vary.

Palisade is an SEC registered investment management firm established in 1995. Based on Fort Lee, NJ, the Firm manages a variety of assets for a diversified client base, including institutions, foundations, endowments, pension and profit-sharing plans, retirement plans, mutual funds, private limited partnerships, family offices, and high net worth individuals. Registration with the Securities and Exchange Commission does not imply a certain level of skill or expertise.

Past performance is not a guarantee of future results.

No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

Please note, each client account has different characteristics and other accounts with the same strategy may have materially different results. The actual characteristics of any particular account will vary based on a number of factors including, but not limited to (i) the size of the account; (ii) the timing of the investment; (iii) investment restrictions applicable to the account, if any; and (iv) market exigencies at the time of investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade is engaged, or continued to be engaged, to provide investment advisory services. The Top RIA ranking was conferred on August 1, 2023 by Financial Advisor (FA) Magazine. Rankings published by FA Magazine base the selections exclusively on information prepared and/or submitted by the recognized adviser, primarily year-over-year regulatory assets under management as of December 31, 2022. FA Magazine does not charge any type of fee to advisers to be listed in the annual ranking.

Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

Related link: https://palisadecapital.com/

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- 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: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97

"For the sixth year in a row, I've been named as one of Forbes' Best in State advisors for Illinois. I'm grateful for the many families we have served, some relationships for over 20 years," said Fernando S. Ereneta, CFP®.

He added, "This award is a testament to the clients who have placed their trust in us, as well as the entire Legacy Wealth team, that has continued to grow and develop in order to serve clients better every day. We view our clients as extended family and look at awards like this, as simply a reminder of the ways in which we have been able to guide clients in their financial journeys."

The Legacy Wealth Advisors team has also recently been named to the Forbes Best-in-State Wealth Management Teams Lists, and includes Financial Advisors, Fernando S. Ereneta, CFP®, Justin Ancona, CFP® & Jennifer Secola, CFP®.

Fernando Ereneta, CFP®

Private Wealth Advisor

Registered Principal, RJFS, Inc.

CEO, Legacy Wealth Advisors

Legacy Wealth Advisors

4200 Cantera Drive | Suite 221 | Warrenville, IL 60555

630-791-9226 (Phone/Fax)

fernando.ereneta@raymondjames.com

www.legacywealthadvisorsil.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Forbes Top Wealth Advisors Best-In-State (2023)

The Forbes America's Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

2023 Forbes America's Top Wealth Management Teams Best-in-State

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

About Raymond James Financial Services

As of 12/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion. Additional information is available at raymondjames.com.

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.

Stephanie Summers Speaks at Advisor Group’s Annual W Forum Event

SAN DIEGO, Calif. /ScoopCloud/ -- 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.

The event hosted over 500 financial professionals, associates, strategic partners, and home office attendees from across the Advisor Group network to support the advancement of women in the wealth management industry. An additional 300 attendees joined virtually.

This year's event focused on helping attendees connect, feel inspired, and focus on growth. One of only five W Forum Visionaries selected, Stephanie Summers shared her personal success story as the nation's only Deaf female financial advisor to hold a FINRA Series 7 General Securities License. Her engaging, TED Talk-style presentation was titled "The Power of Being Heard."

Other speakers included Erica Dhawan, an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. The remainder of the conference content focused on engaging conversations with Advisor Group leadership, peer sharing sessions, and other educational content covering topics such as innovation, growth solutions, the client experience, and wellness.

"I was honored to share my story and hear from other successful women professionals at this year's W Forum. Through round table discussions, team-building exercises, and networking opportunities, W Forum fosters not only new ideas and perspectives, but also a strong sense of community and connection. I feel re-energized and enthusiastic about the journey ahead, and I look forward to bringing this energy to my business and my clients," said Stephanie Summers.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

About Kramer Wealth Managers:

Kramer Wealth Managers is a deaf-owned and operated full-service financial planning firm with offices located in Frederick, MD and Austin, TX, serving clients in all 50 states and DC.

Visit the Kramer Wealth Website: https://kramerwealth.com/.

For inquiries, contact Kramer

Wealth Managers at (240) 379-6929 or email info@kramerwealth.com.

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.

Related link: https://kramerwealth.com/

Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md. /ScoopCloud/ -- 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.

Lee Kramer was named to the list in large part due to his work in bridging the gaps of financial literacy within the Deaf community. "Many of us learn financial concepts from our parents when we're young, but when there's a communication barrier and you can't communicate well with your parents, that information doesn't get passed down," he says. "Dinner table conversations over holidays - Deaf children don't have the ability to just overhear Dad and Grandpa talking about their investment portfolios."

Providing Deaf wealth management services has been a challenge. There are only two Deaf CERTIFIED FINANCIAL PLANNER™ professionals who are currently practicing and both are with Kramer Wealth Managers. Their team also has the first Deaf female financial advisor to pass the FINRA Series 7.

Kramer's company has an entire "Learn From Us" section on its website that includes an ASL library of finance and investment terms like diversification, time horizon and volatility. (Upon clicking a glossary card, a video pops up with a brief explanation in ASL.) Another part of the site is devoted to vlogs in ASL that tackle current events like inflation. It's helpful information even if you're hearing, which many of Kramer's clients are.

Kramer Wealth Managers was established in 1985 and includes five Deaf advisors and five full-time staffers, two of whom are hearing. Everyone is fluent in ASL and works out of offices in Maryland and Texas.

Money was founded in 1972 as a print magazine that helped everyday people live richer lives by learning personal finance strategies that improved their bottom line. Money is written and edited by a team of journalists and researchers with decades of experience and have won national awards for reporting. The full changemakers list can be seen at: https://money.com/Changemakers/

Visit the Kramer Wealth Website at https://kramerwealth.com.

For inquiries, contact Kramer Wealth Managers at (240) 379-6929 or email contact@kramerwealth.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP(r) certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP(r) certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

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.

Related link: https://kramerwealth.com/

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

WESTLAKE VILLAGE, Calif. /ScoopCloud/ -- 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.

Specifically, founder Kushal Shah, CRPC(r) offers:
* Financial planning
* Retirement planning
* Estate planning
* Investment management
* Tax planning

With experience in all of these areas, he helps his clients:
* Preserve their wealth
* Eliminate debt
* Lower their taxes
* Optimize their income

Ultimately, DaVinci Capital Partners believes that if you fail to plan, you essentially plan to fail. That's especially true in the complex financial environment facing individuals and families today. Modern wealth management and savvy investment strategy require regular rebalancing, broad diversification, tax-efficient tactics, and more. Fortunately, by providing clients with a personal advisor, the firm can not only help them develop a plan - but also act on it.

In fact, DaVinci Capital Partners limits its client base so it can offer the highest possible level of customization and care.

From the very beginning, clients can expect individualized service from their personal financial advisor. It all starts with a discovery meeting, during which the advisor both gathers up the necessary information and gets to know the client's unique goals. From there, the advisor analyzes the client's current financial situation and where they want to go. This allows DaVinci Capital to tailor a customized plan.

A bespoke financial plan isn't where DaVinci Capital Partners' services stop, though. The consultant continues to actively work with the client to implement that plan. Through goal setting and progress monitoring, the advisor helps the client move in the desired direction. Consistent monitoring and regular updates are standard components of DaVinci Capital Partners' service.

Typical DaVinci Capital Partners clients have $500,000 or more in assets. The firm is actively seeking new clientele and any interested parties should inquire.

About DaVinci Capital Partners:

Inspired by Da Vinci's mathematical drawing of a person's ideal body proportions, the firm's logo represents the same concept: perfect balance. As it relates to finances, DaVinci Capital Partners believes balance requires a strategy-driven approach to create a strong portfolio and wealth plan. However, they also think experiencing this balance is an essential part of the equation. The firm strives to help clients establish a sense of balance and peace of mind around their finances by serving as their own personal CFO - managing their financial details as they live their life.

Learn more at https://davincicap.com/

DaVinci Capital Partners can be contacted at (805) 341-7104 or online via the website contact form.

Kushal A. Shah is an Investment Advisor Representative of Dynamic Wealth Advisors dba DaVinci Capital Partners. All investment advisory services are offered through Dynamic Wealth Advisors.

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.

Related link: https://davincicap.com/

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y. /ScoopCloud/ -- 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. Michael and John, along with the firm's New York-based professionals, will work with existing clients in south Florida and spearhead the firm's growth efforts in this key market.

These enhanced resources will enable KF Advisors to provide a comprehensive and bespoke range of wealth management, planning, and investment solutions, accompanied by high-touch personalized service.

"Michael will be an invaluable addition to the south Florida team," said John Pavela. "He is deeply rooted in the community and brings a wealth of experience in integrated wealth management and helping families navigate complex financial issues. His client-centric philosophy and hands-on approach align well with KF Advisors, and I look forward to working with him to expand our presence in south Florida."

Michael joins KF Advisors from Fiduciary Trust Company International, where he was responsible for business growth and relationship management for individuals, families, and philanthropic institutions, domestically and internationally. Prior to Fiduciary Trust, Michael held leadership roles in business development and relationship management with several other organizations, including Glenmede Trust, Amicorp Services, PNC Wealth Management, BNY Mellon, and US Trust. He began his financial services career at Prudential Securities. Prior to entering wealth management, Michael was in private practice as an attorney specializing in estate planning, family law, and complex commercial transactions.

"For over 30 years, KF Advisors has been providing customized wealth planning and investment management to help clients protect, preserve, and grow their wealth," said Michael Schiff. "I share KF Advisors' commitment to working closely with clients and their families to wisely and effectively manage their financial lives."

Michael earned his J.D. from the Cardozo School of Law and holds a B.A. in History with a minor in Business from the University at Albany, SUNY. He holds the Accredited Estate Planner (AEP) designation conferred by the National Association of Estate Planning Councils (NAEPC), is a Registered Trusts and Estates Practitioner (TEP), and a full member of the Society of Trusts and Estate Planning Practitioners (STEP). Michael is active in industry and community organizations, serving as President of the East Coast Estate Planning Council and Chair of STEP Gold Coast Florida. He is a founding member of the South Florida Chapter of the Exit Planning Exchange (XPX) and is on the Professional Advisors Committee of the Jewish Federation of South Palm Beach County.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

More information: https://www.klingenstein.com/

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.

Related link: https://www.klingenstein.com/

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

FRANKLIN, Tenn. /ScoopCloud/ -- 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.

Jesse specializes in financial planning and holds the Accredited Asset Management Specialist (AAMS(r)) designation, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Jesse Scroggins Wealth Team, based in Homewood, AL, takes a highly personal approach to serving its clients, offering convenience and simplicity so clients can focus on what is important to them.

"On behalf of the firm, I want to congratulate Jesse for this significant achievement," said Jeff Dobyns, President of Southwestern Investment Group. "He is an invaluable contributor to our team, and we couldn't be more proud of his work and the leadership he continues to demonstrate. Jesse is the true embodiment of our firm's values and our approach to serving clients."

The ranking, developed by Forbes' partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at https://www.swinvestmentgroup.com/.

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Jesse Scroggins Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(tm), CFP(r) (with plaque design) and CFP(r) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Next-Gen Wealth Advisors - Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors' location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to https://www.shookresearch.com/

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.

Related link: https://www.swinvestmentgroup.com/

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

FRANKLIN, Tenn. /ScoopCloud/ -- 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.

Lucas specializes in long-term planning, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Swatzell Wealth Team, with offices in Franklin and Columbia, TN, focuses on helping its clients meet their unique goals and objectives and in building lasting relationships with them.

"On behalf of Southwestern Investment Group, I want to congratulate Lucas on this outstanding and well-deserved honor," said Jeff Dobyns, President of Southwestern Investment Group. "His expertise has added significant value to our firm. Lucas has also been a tremendous role model to his team, and we are very proud of the impact he continues to make in the lives of his clients and colleagues."

The ranking, developed by Forbes' partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at swinvestmentgroup.com.

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/ .

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Swatzell Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(tm), CFP(r) (with plaque design) and CFP(r) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Next-Gen Wealth Advisors - Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors' location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to https://www.shookresearch.com/

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.

Related link: https://www.swinvestmentgroup.com/

Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn. /ScoopCloud/ -- 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.

As a CERTIFIED FINANCIAL PLANNER™ professional, Brandon has also received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long-Term Care, and Disability Licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. 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.

"We're so excited for Brandon on a well-deserved promotion," said Jeff Dobyns, President of Southwestern Investment Group. "Brandon and his team help set the standard for the level of care Southwestern Investment Group provides to our clients. We continue to expect wonderful things from Brandon, and we take great pride in knowing that his clients are being well served."

Brandon graduated with honors from the University of Northern Iowa, earning a degree in finance and economics, with a certificate in entrepreneurship. After graduation, Brandon spent several years working with university students, training them on principles for success in life through a summer internship program.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at https://www.swinvestmentgroup.com/.

The Kew Wealth Team has two convenient locations in Iowa and Nebraska:

114 W Main St.

Clarinda, IA 51632

712-542-6334

and:

15808 West Dodge Road, Suite 103

Omaha, NE 68118

402-715-4278

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization.

Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Kew Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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.

Related link: https://www.swinvestmentgroup.com/