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This summer season we opened a bodily workplace location in North Carolina. It’s staffed with three of our Licensed Monetary Planners in Charlotte who’ve been caring for our shoppers within the space. To have a good time, I’m bringing twenty of my individuals down for every week of consumer conferences and to see our native associates and colleagues.
We’ve stored a while on the schedule to fulfill with potential shoppers too. That is all the time one of many highlights of our journeys. If you happen to’re within the neighborhood and wish to meet me, Michael Batnick, Barry Ritholtz and Blair duQuesnay, we’re coming to city. I’ll have a gaggle of my monetary advisors with me, together with founding associate Kris Venne and Ritholtz Wealth’s president, Mr. Jay Tini. A few of our high operations and consumer service people can be there too. That is your alternative to say hello, inform us about your monetary plan or portfolio and ask us any questions you could have about what we do for shoppers.
We’ll be there from Monday, November sixth by means of the eighth. If you happen to’d prefer to get on the calendar, ship us a observe as quickly as attainable. E mail data@ritholtzwealth.com with the topic line “Charlotte” and we’ll assist you get scheduled.
See you there!
#Charlotte – we’re coming to city November 6-8!
If you happen to’d like to fulfill with us to study extra about turning into a consumer, we’re filling the calendar now. Ship an e-mail to data@ritholtzwealth.com topic line: Charlotte and we’ll see you there!! pic.twitter.com/l0g8Cc3OgV
— Ritholtz Wealth (@RitholtzWealth) October 5, 2023
Be taught extra about Ritholtz Wealth Administration right here.
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