Sharon Sutton的动态

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

Our DSB Rock Island Wealth Management team rocks, pun intended! I'm lucky to work alongside our deep bench of advisors and office staff. Want to learn more about how we can guide you as you pursue financial success? Drop me a DM! #financialplanning #retirementplanning

Did you know that Bank of Sun Prairie has a full Wealth and Trust Department? Our team of skilled advisors and lawyers are available to assist you with investments, estate and financial planning, trust services, and more. Ever hear of a RIT? Our Wealth and Trust Department got together to discuss the world of finance and the topic of RITs came up. For more information regarding investments, estate and financial planning, and trust services, visit https://lnkd.in/gDcMmPyf. #bankofsunprairie #estateplanning #trustplanning #financialinvestment #rit #realestateinvestmenttrust

We’d like to say thank you to Carl Taylor. Carl has been a member of the Oakmere Wealth Management team for 3 years today! Thank you for all you do Carl, you are the consummate professional and loved by your clients as well as the team. Here’s to many more years of making people’s financial aspirations become reality! Onwards and upwards. ?? #oakmerewealthmanagement #investinginpeople #wealthanagement #lifeplanning #theoakmereway

HilltopSecurities recently welcomed Managing Director Gary Garay as Head of Municipal Housing Banking in Miami, Florida. The firm also has recently added public finance investment bankers Managing Director Tania Askins in Dallas, Texas and Senior Vice President Connor Benoit in Charlotte, North Carolina. The new hires are the latest example of HilltopSecurities’ continuing expansion, as the firm has added more than a dozen experienced public finance investment bankers since the beginning of 2024. Read the full press release here: https://lnkd.in/gSey_syz #HilltopSecurities #PublicFinance #InvestmentBanking

The Family Office has evolved beyond simple wealth and estate transfer. In today’s world , family offices operate as: ? Service providers (Investment, Legal, Tax) ? Buy-Side Participants and Investors ? Philatropists These dynamic changes to the industry require dynamic risk solutions. At it’s core , a successful Family Office has a coherent risk approach, with all related participants and risk owners working in unison to further build wealth for the Trustees, Stakeholders and, Beneficiaries.

We pride ourselves on being ?????????????? ???????????? ???????? ?? ??????????—and it’s our ?????????????? ???????????? that shape this philosophy. In a fast-paced world of investments, we stay grounded by focusing on ??????????????????, ??????????????????????????, and ????????-???????? ??????????????. For us, it’s not just about the numbers; it’s about the ???????????? and ???????????? behind them. We believe in: ? ?????????????? for hard work ? ???????????????? ?????????? with our partners ? ?????????????????????????? ?????????????????????? through every investment Whether we're investing in ?????????????????????? ??????????????, ??????????????????????, or ????????????????????, we bring a Midwest mindset: ??????????????????, ????????????????, ?????? ?? ???????????????????? ???? ?????????? ?????? ?????????? ??????????. This is private equity with a heart. And this is GHC. #PrivateEquityWithHeart #MidwestValues #IntegrityInInvesting #LongTermImpact Saagar P. Bhavin Patel Michael J. Smith

Despite St James Place's recent struggles (the departure of senior employees and regulation challenges), it added ￡20 billion worth of assets last year. The giant financial advisor also added 141 advisors, bringing the total number to 4,834. Read more here: https://bit.ly/3SicB1A #AssetManagementNews #AssetManagement #BusinessNews

Families who inherit wealth from the older generation represent both a challenge and profitable opportunity. See how partnering with an independent trust company will help you to extend your services to capture the next generation of clients. #FamilyTrusts #WealthManagement #EstatePlanning #SterlingTrustees

By embracing governance in a family office, families can safeguard their legacy and ensure successful wealth transfer strategies for generations to come. Learn more in this article from Bernstein Private Wealth Management! https://lnkd.in/eWDcXyDJ