LourdMurray

We wish you a joyous and warm Thanksgiving surrounded by loved ones. Happy Thanksgiving from everyone at LourdMurray! In observance of the holiday, our offices will close at 2:00 PM on Wednesday the 27th and 11:00 AM on Friday the 29th. @#ItsYourLegacy

On this Veterans Day, we honor the brave men and women who have served our country with courage and dedication. Thank you for your sacrifices and unwavering commitment to protecting our freedoms. ???? #ItsYourLegacy

Celebrating Gloria S Garcia Cisneros, CFP? from LourdMurray for winning The SEI Award for Rising Star Advisor of the Year! ?? With her deep understanding of investment opportunities and outstanding client relationship strategies, Gloria has already established herself as a leader in wealth management! We are excited to witness her continued success and growth in the industry! Learn more about the award here: https://hubs.la/Q02X5x650 #RisingStarAdvisor #WomenLeaders #WomenInFinance #InvestmentExcellence

Last month some of our incredible team members reached significant milestones in their careers. Let’s give a round of applause to: Palmer Neville Murray: our esteemed Chairman: 12 years of leadership! Your commitment to helping protect our clients' legacies has been invaluable. Greg Jankowski, CFP?: 11 years of financial wizardry! Your dedication to helping our clients organize and secure their financial futures is truly inspiring. Alexandria Harris, CFP?: 8 years of service success! Your efforts are at the heart of our client relationships. Stephanie Schaaf, CFA, CFP?, CAIA: 7 years of investment leadership! Your dedication and commitment to helping identify the most suitable investments for our clients are central to their financial legacies. Thank you all for your commitment and contributions. We are proud to have you on our team! #ItsYourLegacy #WorkAnniversary

?? Celebrating the SEI Rising Star Advisor of the Year Awardees for InvestmentNews Women To Watch 2024! We are thrilled to honor these emerging talents who are making waves in the financial industry with their innovative approaches and dedication: Ashley Gorman, CFP?, CPA – Savant Wealth Management Caitlin Frederick, CFA, CFP? – Ullmann Wealth Partners Danielle Darling, CDFA? Certified Divorce Financial Analyst – Resource One Advisors Gabrielle Mollick, CFP?, CSRIC? – Mercer Advisors Gloria S Garcia Cisneros, CFP? – LourdMurray Julie Penwell, CFP? – Wealthspire Advisors Lauren Lippert, CPA, CFP? – MAI Capital Management Join us in celebrating these rising stars and their bright futures at the Women To Watch 2024 event on November 6 at Tribeca 360! https://hubs.la/Q02SSz4x0 #INW2W #RisingStarAdvisor #WomenInFinance #CelebrateSuccess

Last month some of our incredible team members reached significant milestones in their careers. Let’s give a round of applause to: Whitney Drechsler, Esq., LL.M., CFP?: 3 years of success and diligent execution! Your efforts towards ensuring our clients’ legacies are well-protected has been invaluable. Evan Hunter, CFA, CFP?, CPWA?: 3 years of financial wizardry! Your dedication and commitment to helping our clients get organized while diligently supporting their financial well-being is truly inspiring. Diamond Fischer: 3 years of service success! Your efforts are at the core of our client relationships. Thank you all for your commitment and contributions. We are proud to have you on our team! #ItsYourLegacy #WorkAnniversary

We're #hiring a new Wealth Manager in Westwood, California. Apply today or share this post with your network.

Last month some of our incredible team members reached significant milestones in their careers. Let’s give a round of applause to: Helen Chu, CFA, CPWA?, CFP?: 9 years of solutions leadership! Your strategic vision and commitment to our clients has driven countless successful projects, making a significant impact on our growth and success. Thank you for your unwavering dedication. Ian Ruebel: 7 years of diligent execution! Supporting the team with attentive portfolio management and thoughtful analysis. Julio Bedolla, MBA: 1 year of financial wizardry! Your analytical approach and tireless work ethic is invaluable to our team and clients. Jacqueline Kuhns: 1 year of service success! Your dedication helping ensure our clients’ needs are met is truly commendable. Thank you all for your commitment and contributions. We are proud to have you on our team! #ItsYourLegacy #WorkAnniversary

Trusted Advisor is excited to have Shaan Baren, ChFC?, LourdMurray join the network! Shaan is a Wealth Manager at LourdMurray in Westwood and in his 9+ years with the firm, works exclusively with entertainers, musicians, athletes, and multi-generational families. Shaan & his team of credentialed practitioners tailor financial solutions to complement their business management, tax & estate teams. Shaan supports dozens of growth and legacy family entities as a fee-only advisor, and delivers financial planning and investment management disciplines that include tax, retirement, estate, insurance, education, and charitable gifting. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

We're #hiring a new Wealth Manager - Baton Rouge in Baton Rouge, Louisiana. Apply today or share this post with your network.