Please join us in welcoming Gregory Neri as a new Wealth Advisor in our Pittsburgh office. In his new role, Gregory is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, and business owners throughout Western Pennsylvania. Previously, Gregory spent seven years with PNC Bank. During that time, he oversaw and managed Institutional Trust Services for a team focused on the consistent execution of the terms of corporate assets, retirement plan, and charitable and endowment documents. He holds a bachelor’s degree in business administration from Robert Morris University. He is an active member of the Pittsburgh Rotary as well as the Pittsburgh Young Professionals. Welcome to the team, Gregory! Check out the article on his hiring in the Pittsburgh Business Times. http://ms.spr.ly/6043WfgV1 Wilmington Trust is a registered service mark used in connection with services offered by certain subsidiaries of M&T Bank Corp.
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Will Day, CFP®, ChFC® is an experienced and knowledgeable Wealth Advisor at Alderfer Bergen & Co. in Warsaw, Indiana. Will Day grew up about 5 miles south of Akron, a mile into Miami County, which is about 15 minutes from Rochester. He attended North Miami Community Schools where he played football and wrestled. Later in life, he moved to Rochester in 2019 where he resides with his wife, Katie, and their three boys Howie, Liam, and Arden. Will is very active in his community. He is a board member of the Rochester Downtown Partnership, Rochester Youth Football League, and Rochester Youth Baseball League. He currently oversees all Kindergarten through 2nd grade Flag Football in Rochester. In 2023, he helped coach the Alderfer Bergen T-Ball team and Roadstar Driving School Pony League Baseball Teams, was assistant coach on the 8u Rochester Black All-Star Team, and helped coach a basketball team in the Rochester Youth Basketball League. As a Certified Financial Advisor (CFP®), Will absolutely loves helping people with their financial plans and putting people’s minds at ease. He loves telling people that after all the years of hard work, they can retire. He states, “I love to inspire the next generation that Wealth Building and Financial Independence is achievable and the sooner they start, the better. I didn’t grow up in a family that had a Financial Advisor. There seems to be a barrier to entry for a lot of folks. There is a common misconception that only wealthy people need or use Financial Planners. I want to help change that narrative. Everyone deserves to be Financially Independent, and everyone has the capability to do so. I want to help folks discover that they can become the best version of themselves”. For more information about Alderfer Bergen & Co., check out our new website at alderferbergen.com. #wealthadvisor #CertifiedFinancialPlanner #CFP #Retirement #EstatePlanning #FinancialPlanning #TaxPlanning #CollegeSavingsPlan #PrivateClientServices #Insurance #InvestmentManagement #alderferbergen
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Independent Board Director, Advisor to Family-Owned Businesses, Former CEO,CFO
Legacy and wealth are intertwined. Here’s how to make them both last. https://ow.ly/5y8N50SwhsK #FamilyBusiness #LeadershipDevelopment #FinancialEducation What is holding you back?
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CELEBRATING OUR RAYMOND JAMES, HITCHIN FAMILY On this special day, we want to celebrate the incredible bonds of friendship and camaraderie that exist within our entire team at Raymond James, Hitchin. Whether you've been with us for years or just a few months, you are an essential part of our family. We are grateful for each and every one of you who contribute to the warm, supportive, and collaborative environment that defines Raymond James Hitchin. Your dedication to our clients and to each other is what sets us apart and makes us a true family. Susie, Faye, Michael, Alex, Nicki, Laila, Sarah, Hannah, Gemma, Karen, and last (but not least) Jennifer - your presence and contributions are deeply appreciated. Each of you brings unique skills, perspectives, and personalities that enrich our team and make Raymond James Hitchin a wonderful place to work. As we celebrate the spirit of friendship today, let us also recognise the value of teamwork. When we work together, support each other, and foster genuine connections, we create an unbreakable foundation for success. Our clients can trust that when they choose Raymond James, Hitchin, they are not just gaining financial advisors, but also joining a welcoming and caring extended family. So, let us raise a virtual toast to the amazing individuals who make up our Raymond James, Hitchin family. Here's to the power of friendship, teamwork, and the incredible things we can achieve together! 📸 @tigzrice.branding #BestFriendsDay #RaymondJamesHitchinFamily #TeamworkMakesTheDreamWork #GratefulForEachOther #RaymondJamesHitchin #WealthManagers #Investments #Hitchin #HitchinBusiness #Hertfordshire #WomenInBusiness #Investors #WomenInvestors #Pensions #ISAs #RetirementPlan #LifeWellPlanned #CapitalAtRisk
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In our latest Wealth Strategies article, New Republic Partners COO Zelle Dunn sits down with President David Routh to discuss how he has seen the wealth management industry evolve over the course of his 30+ year career and how the needs and expectations of successful families have changed. https://lnkd.in/eJdbdb4g
A Conversation with New Republic Partners President David Routh: Lessons Learned About Serving Successful Families with Multi-Generational Assets - New Republic Partners
https://newrepublicpartners.com
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Success follows Alex wherever he goes. His knowledge of finance and economics is remarkable and the members of First Citizens are in great hands.
In honor of #NationalFiduciaryDay, we want you to meet our First Citizens Investment and Trust Services Team! Located at our Dyersburg Main branch, they are currently managing $305 million dollars in assets under management including Investment Agency accounts, Retirement accounts, Irrevocable Trusts, Conservatorships, Farm Management accounts, Estates, and Custodial accounts. 💸 Alex Jones serves on our team as Assistant Investment Specialist. He is a Suma Cum Laude graduate of the University of Tennessee at Martin with a bachelor's degree in finance & economics. While at UTM, he earned the achievements of Outstanding Finance & Economics Student and the Kelly M. Murray Excellence in Portfolio Management Award. In his free time, Alex enjoys eating donuts & riding motorcycles! [email protected] #FirstCNB #PeopleCentered #UnbelievablyGood Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit
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Wealth, Family, and Legacy: A Guide for High-Net-Worth Individuals in the Sandwich Generation https://hubs.li/Q02DT3_G0
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Managing Director, Private Advisor at Rockefeller Global Family Office
The Rockefeller family's longevity of wealth serves as a quintessential example of how prioritizing the development of the next generation through financial education and proactive family discussions can lead to great stewardship of family wealth and legacy. One of the most crucial aspects in ensuring a sustainable legacy is finding shared family values to bridge the gap between generations. Through encouraging financial education for family members and fostering a collaborative environment, the complex task of finding shared family values becomes possible. To read this article, click below, and reach out to learn more about how Rockefeller can assist you in creating a legacy that embodies both financial and value-driven success.
Wealth & Values: Defining Family and Individual Values
rockco.com
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The Rockefeller family's longevity of wealth serves as a quintessential example of how prioritizing the development of the next generation through financial education and proactive family discussions can lead to great stewardship of family wealth and legacy. One of the most crucial aspects in ensuring a sustainable legacy is finding shared family values to bridge the gap between generations. Through encouraging financial education for family members and fostering a collaborative environment, the complex task of finding shared family values becomes possible. To read this article, click below, and reach out to learn more about how Rockefeller can assist you in creating a legacy that embodies both financial and value-driven success.
Wealth & Values: Defining Family and Individual Values
rockco.com
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Church, Verhulst, & Walsh Private Advisor - Vice President at Rockefeller Capital Management,
The Rockefeller family's longevity of wealth serves as a quintessential example of how prioritizing the development of the next generation through financial education and proactive family discussions can lead to great stewardship of family wealth and legacy. One of the most crucial aspects in ensuring a sustainable legacy is finding shared family values to bridge the gap between generations. Through encouraging financial education for family members and fostering a collaborative environment, the complex task of finding shared family values becomes possible. To read this article, click below, and reach out to learn more about how Rockefeller can assist you in creating a legacy that embodies both financial and value-driven success.
Wealth & Values: Defining Family and Individual Values
rockco.com
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The Rockefeller family's longevity of wealth serves as a quintessential example of how prioritizing the development of the next generation through financial education and proactive family discussions can lead to great stewardship of family wealth and legacy. One of the most crucial aspects in ensuring a sustainable legacy is finding shared family values to bridge the gap between generations. Through encouraging financial education for family members and fostering a collaborative environment, the complex task of finding shared family values becomes possible. To read this article, click below, and reach out to learn more about how Rockefeller can assist you in creating a legacy that embodies both financial and value-driven success.
Wealth & Values: Defining Family and Individual Values
rockco.com
Customer Service Manager - VP I @ BNY
3wCongrats Gregory Neri