Family business planner designations

He also enlisted in the Air Force National Guard and was deployed to Balad, Iraq where he served his country with honors. Alex currently resides in Royal Oak, Michigan and enjoys spending time with his family, friends and wife Jessica. Alex serves on the Finance Council for St.

Family business planner designations

His primary duties involve servicing our corporate retirement plans and working with participants. Vin holds Series 7 and Series 63 and 65 registrations. Vin holds a B. Vin is an avid runner and "sports parent" to his two young sons.

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His primary focus is on advising companies and non-profit organizations on how to family business planner designations cost efficient and regulatory compliant retirement plans which are customized to the unique needs of the organization, and help maximize retirement outcomes for employees.

Lou has over 25 years of experience in the retirement plan and institutional investment industry, with a particular focus on helping plan sponsors meet their fiduciary obligations, construct diversified investment line-ups, develop effective Investment Policy Statements and deploy education strategies for plan participants.

Prior to joining Mayflower, Lou was Senior Vice President at Hartford Investment Management, managing business development of investment strategies for corporate and public pension funds.

Prior to that, he was Senior Vice President and head of Defined Contribution Services for Franklin Templeton Investments, managing their k product and a team of wholesalers.

Lou is a graduate of Colby College where he received a B. He has Series 7, 26, and 63 Securities Licenses. Damien has earned a reputation in dealing with complex financial decisions. He focuses on providing guidance to corporate employees with concentrated positions in company stock compensation programs, and business owners with questions about how to navigate their unique financial decisions.

Damien was a licensed Corporate Stock Benefit Consultant, and he was identified as a select advisor, capable of supporting their Corporate Executive Clients under that designation.

Damien graduated from Connecticut College with Honors in Economics.

family business planner designations

He was recognized as a scholastic All-American, as well as an athletic All-American in lacrosse. Damien lives with his wife and three daughters in Winchester, MA.

family business planner designations

He graduated from Colby College with a B. The organization works directly with Congress and regulatory agencies to shape legislation and rule-making. ASPAA-Morningstar Leadership Award Finalists selected from nominations by advisors, their employers, plan sponsors and other contributors to the retirement industry.

Criteria considered were qualitative and quantitative factors including production and interviews. Jillian Duddy Senior Associate Jillian Duddy joined Mayflower Advisors in as a Senior Associate, bringing with her an extensive background in client service and relationship management.

She assists with advanced wealth planning strategies to individuals and families. Jillian works with our clients to gain insight into their needs and ambitions to help us formulate a process that is customized. She works diligently to provide an exemplary experience for all of our clients, whether it's in person or on the phone.

Jillian utilizes a dynamic team approach to grant clients access to high quality strategies for any financial challenge. She liaises with experienced professionals in various investment and planning fields, as well as clients' other trusted advisors, such as attorneys and CPAs.

Jillian was awarded "Mayflower Advisors - Employee of the Year" in recognition of her outstanding and dedicated client service. Email Ryan Foley Portfolio Strategist Ryan Foley joined Mayflower Advisors in January as a registered Portfolio Specialist, bringing several years of experience in planning, insurance, and client service management.

Ryan graduated from Saint Anselm College with a Bachelor of Arts in Business and holds Series 7, 65, and 63 registrations and insurance licenses. Ryan currently resides in Boston with his wife, Lannon. Outside of the office, Ryan enjoys spending time with family and friends, going to the beach, and playing golf.

When not in the office, Craig enjoys skiing, golfing, and vacationing in New Hampshire.Cindy develops and maintains the advancement office”™s database systems and processes, in addition to providing research, analysis and reporting for Pfeiffer”™s fundraising efforts.

Kathy Kawczynski holds the Chartered Life Underwriters (CLU®), Chartered Financial Consultant (ChFC®) and Certified Family Business Specialist (CFBS) designations from the American College and has over 25 years experience in the financial services industry.

List of professional designations in the United States - Wikipedia

She is also a Certified Long-Term Care Specialist (CLTC®). Comfort. At Reliant Wealth Planning, this is the overarching goal we aspire to achieve for our clients and their financial lives. Comfort is more than just an abstract feeling of well-being to our clients, but rather a deep sense that their needs will be managed in such a way that they can feel secure in their financial lives and confident in their ability to navigate their financial future.

Lori Oancea Lori Oancea, J.D. is the Executive Director of Success Systems, Training and Development with Michigan Financial Companies, a financial services firm focused in estate planning, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management, insurance and business solutions.

Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society.

Understanding Financial Professional Designations and Titles