April is National Financial Literacy Month and Desert Schools Federal Credit Union has joined in the celebration, hoping to provide local consumers with some helpful tips to become savvy savers and spenders. The goal…
REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest, has announced the formation of Alliance Benefit Group Southwest (ABG-Southwest), a separate company for…
BMO Private Bank today released a study examining what retirement looks like or will look like for high-net worth Arizonans (defined as those with investable assets of $1 million or…
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…
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,…
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…
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…
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…
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…
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…
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, 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…
