Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.
Please join us for the virtual seminar "Women, Invested" in which our guest speaker, Sheena Payne, with Columbia Threadneedle Investments will be discussing:
- How to take a more active role in your financial future.
- Ways to preserve and grow your wealth.
- Having your investments line up with your personal goals.
Please click here to register for this seminar.
Host
The Voysey Fitzgerald Crowe LeDuff Group
Kevin LeDuff, CRPC™, CPFA™
Vice President
Senior Financial Advisor
Presenter
Sheena Payne CIMA®
Senior Regional Advisor Consultant
Columbia Threadneedle
CFP®,CIMA®,CPFA™,CPWA®,CRPC™
CEPA®,CFP®,CPFA™,CPWA®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
