Tag: Retirement Planning and Wealth Management

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins Wealth Team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.