• Financial tips from Dale Walters of KeatsConnelly - Read Article

    Financial tips from Dale Walters of KeatsConnelly

    2015-03-18T09:05:38-07:00

    Dale Walters, CEO, KeatsConnelly Walters is a partner and CEO of KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of…

  • Karen Stepanski joins Baird as financial advisor - Read Article

    Karen Stepanski joins Baird as financial advisor

    2015-03-17T12:50:27-07:00

    Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added Karen Stepanski, CFP®, ADPA®, as Senior Vice President, Financial Advisor in its Scottsdale,…

  • Wealth management views from Raymond James’ Curtis Smith - Read Article

    Wealth management views from Raymond James’ Curtis Smith

    2015-03-11T07:30:51-07:00

    Curtis L. Smith, Wealth advisor, Raymond James Financial Services, Inc. Smith is currently a wealth advisor with Raymond James overseeing locations in Arizona and Nebraska since 2009. Smith served as a financial…

  • Wealth management advice from BMO’s Ashley Ober - Read Article

    Wealth management advice from BMO’s Ashley Ober

    2015-03-04T09:50:27-07:00

    Ashley Ober, managing director, Greater Phoenix and Scottsdale, BMO Private Bank Ober oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, with a full range of…

  • How to prepare your business for sale - Read Article

    How to prepare your business for sale

    2015-03-03T09:08:26-07:00

    Most business owners grossly over estimate the value of their company. This is just one of many reasons companies for sale fail to secure a suitable buyer. Another reason is…

  • Wealth management advice: Dillan Micus - Read Article

    Wealth management advice: Dillan Micus

    2015-02-25T09:50:14-07:00

    Dillan Micus, Divisional executive vice president, AXA Advisors Southwest Micus leads more than150 professionals across the Southwest and innovated both the firm’s successful “Firm of Firms” platform andits Retirement Income Distribution Strategy process, which…

  • Wealth Management Guide: Mark Feldman - Read Article

    Wealth Management Guide: Mark Feldman

    2015-02-18T09:50:39-07:00

    Mark Feldman, CEO and managing partner, Miller Russell Associates Recognized multiple years as a Barron’s top independent financial advisor, Feldman possesses extensive credentials in the wealth management industry with more than 25…

  • Wealth Management Guide: Gregg Balderrama - Read Article

    Wealth Management Guide: Gregg Balderrama

    2015-02-11T09:50:06-07:00

    Gregg Balderrama, CFA, CAIA, Portfolio manager, Mutual of Omaha Bank Wealth Management Balderrama’s responsibilities include working with high net worth clients to develop investment strategies and structure portfolios to achieve their investment objectives.…

  • Discover’s Phoenix facility has 250 job openings - Read Article

    Discover’s Phoenix facility has 250 job openings

    2015-02-02T08:29:13-07:00

    Discover, which operates several customer care centers across the country, has announced more than 250 open positions at its Phoenixl office. The hiring initiative will include customer care representatives, analyst…

  • WGM Associates hires Gary Williams as CFO - Read Article

    WGM Associates hires Gary Williams as CFO

    2015-01-07T23:40:15-07:00

    WGM Associates, a Scottsdale-based information technology consulting, security and application development firm, has hired Gary Williams to fulfill the newly created role of Chief Financial Officer. Williams brings extensive executive…

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