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Rick Raybin
Raybin today is focused on protecting and growing his clients' capital while also keeping their personal balance sheets in line. Read more...
Barbara Ray
Ray likens her wealth management services to that of a personal CFO, much like her work at the corporate level. Read more...
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Eileen O'Connor
O'Connor already counts several business owners among her clientele, and looks forward to working with more entrepreneurs. Read more...
John Charles Kernodle
"It's all about being the personal CFO for the clients." Read more...
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Andi Y.H. Kang
"I want my company to be the wealth manager of choice for my clients." Read more...
Kathy Parks
"We're partners and advocates for our clients in helping them build their best lives." Read more...
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Dennis Covington
"Communication is the key to successful wealth management." Read more...
Larry Heinrich
"I can relate to what entrepreneurs who are considering cashing out are going through." Read more...
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Allan Henriques
"Regardless of who the client is, we support their most important values with their wealth." Read more...
Randy Miller
"We've always made sure that our moves from a business standpoint were made on behalf of the client first." Read more...
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Armand J. Del Medico
"Our job is to help clients navigate the complexities that wealth creates, and to do so as their trusted advisor in the process." Read more...
Doug Bolles
"We have chosen to utilize a values-based wealth management business model to deliver a complete wealth management experience to our clients." Read more...
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Sharon C. Allen
"Our approach is designed to align our clients' wealth and resources with their values and help them achieve all that is important to them." Read more...
Daniel S. Schwartz
"We've always made sure that our moves from a business standpoint were made on behalf of the client first." Read more...
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Gregory Fenton
Cambridge Cape Cod Advisors' flexible annual retainer fee structure is helping expand the firm's client base. Read more...
James Knight
James Knight has helped to build a $350 million wealth management shop nearly from scratch. Creativity and a solid work ethic have helped Knight create a fast-growing practice. Read more...
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Richard Haas
Richard Haas seeks out clients to share a value system that emphasizes a world-view based on caring and achievement. Read more...
Kevin Shea
"A valuesbased conversation is extremely helpful in the midst of troubled markets because it provides a natural sense of priorities." Read more...
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Evan Miller
By refocusing his practice on women in transition, Evan Miller is finding success in a challenging market. "I am passionate about gaining a deep understanding of what my clients hope to achieve in order to help realize all that is important to them." Read more...
Jeff Williams
Williams has seen rapid growth through his values-based process. "We spend a good deal of time making sure we are supporting clients' biggest priorities in life." Read more...
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George Payne
"We began with CEG Worldwide and were immediately impressed by how we could implement what they suggested," he recalls. "Everything they provided was backed up by market research that proved it would work."Read more...
Jeff & Greg Carlson
"We attended the CEG Worldwide programs and found them tremendously worthwhile," says Jeff Carlson. "They back up their insights with proven research, and the result is a holistic approach to wealth management that takes it a step beyond individual practices into a fully integrated discipline." Read more...
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Robert Lindner
"My dream was to build an organization that could have an impact on the lives of others in a most positive way," he explains. Read more...
Chuck Bowes & Ed Runyon
Hands-on experience with wealth management keeps Runyon & Bowes growing in a challenging environment. Read more...
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Grant Blindbury
Grant Blindbury is a young man with an "old head." Unlike many who have worked in the financial industry for decades...Read more...
Michael Tate
With $100 million under management after only a few years' time, the approach is obviously working. Read more...
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Peter Wheeler
WheelerFrost Associates, Inc., believes in being "of service" to his clients, his family and the community at large. Read more...
Scott Sarber
Competitive sports have greatly influenced Sarber's approach to business and finance. Read more...
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Gordon Bernhardt
Virginia-based Bernhardt Wealth Management supports women in transition among other client groups. Read more...
Christopher Van Slyke & Scott Leonard
Christopher Van Slyke and Scott Leonard team up to build a national powerhouse. Read more...
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Jeff Powell
Jeff Powell uses wealth management to help clients control their own destinies. Read more...
John Williams & Scott Davis
Williams and partner Scott Davis have achieved success through the discipline of wealth management. Read more...
Glenn G. Kautt
The founder and chief investment officer of The Monitor Group, Inc., Glenn G. Kautt, is a fierce believer in systems, business education and career preparation. Read more...
Michael Cohen
Cohen is a pioneer in the intersection between wealth management and accounting. Read more...
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John Stephens
Stephens has applied the lessons of wealth management to the areas of his own life that he values most—family time and professional independence. Read more...
Rich A. Schuette & Matthew J. Lum
"If we can help a client to achieve his or her dreams...we're doing what we were meant to do in this business." Read more...
Evelyn Zohlen
"Wealth management has become a kind of buzzword, like financial planning once was, "Zohlen says. "But just because you adopt the term doesn't mean you apply the concepts." Read more...
Jonathan Leidy
"Using modern portfolio theory to design an investment program just felt right on both an intuitive and practical level. But the next step was wealth management, and I'm pleased to say that I have significantly enhanced that program for our firm." Read more...
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David Robinson
"I've always had a drive toward helping people, but doing so from an independent platform." Read more...
Randy Garcia
"We believe in taking advantage of current industry trends," explains Garcia. "But we rethink, re-engineer and systemize them." Read more...
Robert Pyle
"Wealth managers," says Pyle, "essentially act as their clients' personal chief financial officers." Read more...
Brett Robison
Brett Robison focuses on addressing the unique issues faced by highly successful families. Read more...
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Alan Cranfield
"I have to give my clients the best possible service and advice," he explains. "There is no way you can do this in a half-baked way. You have to be fully involved and on top of it all." Read more...
David Turner
"The most critical component of wealth management is communication," explains Turner. "That's why wealth management is such a wonderful discipline in times of financial crisis." Read more...
Mary Harris
The wealth management approach is all-encompassing, which enables Harris to take a chief financial officer approach with her clients. Read more...
Ricky Grunden
Focusing on a particular group of clients allows Grunden to become a true expert in the needs of his chosen niche—and provide a level of service that helps him stand out from other advisors. Read more...
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Byan Ohm
"CEG Worldwide has proved most valuable on the wealth management side of the equation." Read more...
Byron Sanders
"But the concept of wealth management itself is also cutting edge. We were introduced to wealth management by CEG Worldwide and saw immediately how it fit into our larger business support model." Read more...
Frank Ortner III
"Only by pushing ourselves and extending our knowledge base can we be confident that we are doing everything possible to care for our clients and justify their confidence in us." Read more...
Mike Karstens
"Keep in mind your goals, and move toward them by sticking to the basics." Read more...
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Jack Monteith
"Wealth management allows us to do much more than solve financial problems. It lets us help the client identify goals and values, which is a most life-affirming prospect." Read more...
Jeff Carbone
"The concepts that we were exposed to by CEG Worldwide have proven invaluable. They have merged seamlessly with our other approaches to client service and have allowed us to build an even more client-centric whole." Read more...
Timothy Hatton
"Using the CEG Worldwide wealth management consultative process has provided additional tools that push us to the forefront of this business." Read more...
Todd Flynn
"We understood a lot of the concepts involved in wealth management, but CEG Worldwide put them in perspective for us in a way that made sense." Read more...
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