Search by Tag: financial planning
834 total news stories found.
Marquis Who's Who Honors Dr. Tanya Pawlowski for Expertise in Higher Education and Administration
2024-03-27 | Dr. Tanya Pawlowski is recognized for excellence in business and partnership development
Marquis Who's Who Honors Carolina Avila Mollick, MA, for Expertise in the Finance Sector
2024-03-26 | Carolina Avila Mollick, MA, is noted for 30 years of success in financial planning and management
Marquis Who's Who Honors Michael G. Botwinick, CFP, for Expertise in Retirement and Estate Planning
2024-03-26 | Michael G. Botwinick, CFP, is lauded for his contributions to the financial sector as a distinguished wealth advisor
Mariet Yeghyayan Carr Distinguished by Marquis Who's Who for Mastery in Financial Planning and Cost Management
2024-03-15 | Ms. Mariet Yeghyayan Carr is honored for excellence as the vice president of production finance at Universal Pictures
Elise W. Wilson, CFP, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-03-07 | Elise W. Wilson is recognized for her expertise as a financial advisor with UBS
Marquis Who's Who Honors Andrew F. Clemenza for Success in Financial Planning
2024-03-07 | Mr. Clemenza is noted for his work as the president of C & A Wealth Management
New Surrogacy Regulations Allow for Use of Donor Gametes For Intended Parents Who Wish to do Surrogacy in India
2024-03-06 | The Ministry of Health and Family Welfare has announced major revisions to the surrogacy rules in India that will expand access for aspiring parents, including those opting to use an egg donor.
Clayton K. Shum, CFP, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-03-01 | Mr. Clayton K. Shum is a respected Certified Financial Planner with expertise in retirement planning
Rodney Kresge Acknowledged by Marquis Who's Who for Expertise as a Compliance Professional
2024-02-29 | Rodney Kresge has secured a successful tenure in the financial investment compliance arena
Marquis Who's Who Honors Gayle B. Canini for Expertise in Financial Services and Wealth Management
2024-02-28 | Mrs. Gayle B. Canini is lauded for her distinguished tenure as the president and chief executive officer of Employee Benefits Administration, Inc.
Jonathan E. Taylor Celebrated for Dedication to the Field of Finance
2024-02-28 | Jonathan E. Taylor channels years of expertise into his work with Eveready Financial of Northwestern Mutual Wealth Management Company
Justin M. Mulholland has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-02-12 | Justin M. Mulholland is recognized for his expertise as a senior financial advisor with RWS Financial
Zaneilia Harris has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-02-05 | Ms. Zaneilia is noted as a respected advisor as the president and chief executive officer of Harris & Harris Wealth Management Group LLC
Richard J. Wilcox, CFP®, CRC® Celebrated for Dedication to the Field of Banking
2024-02-02 | Richard Wilcox channels years of expertise into his work with Southern Bank and Trust Company
NAWBO Orlando Announces Call for Entries to Present at Take Flight Women's Business Conference & PropelHER Pitch Competition
2024-01-24 | Conference Provides Launchpad for Women Owned Businesses to Compete to Win Cash & Valuable In-Kind Prizes at Full Sail Live
Russell N. Harlan Jr. Celebrated for Dedication to the Finance Industry and Entrepreneurship
2024-01-22 | Russell N. Harlan Jr. channels years of expertise to his work with Harlan Financial LLC.
Joseph W. Jacques, CPA, Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who
2024-01-15 | Mr. Joseph W. Jacques, CPA, has been endorsed by Marquis Who's Who as a leader in accounting and investments
J. Gregory Tull, CFA, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-01-12 | J. Gregory Tull is recognized for his expertise as the principal for Meritas Advisors
Herman B. Williams Recognized by Marquis Who's Who
2024-01-05 | Mr. Herman Williams is on a mission to help individuals acquire financial literacy and management skills
Randy Lanier Honored by Marquis Who's Who for Success in Financial Services
2023-12-27 | Randy Lanier serves as the chief executive officer of Phoenix Associates LLC.