Presentation: Wealth Management - The Evolution of the Client Experience
Presented by: Luis Benavides of Lord Abbett, Advisor Consultant
Hosted by: Monica Meyer, Jeremy Carver, and Josie Cotti
When: Friday, February 23, 2018 from 8:00am - 9:00 am
Where: Edward Jones Office
3686 Gulf Breeze Pkwy, Gulf Breeze, FL 32563
Cost: Free
Breakfast will be served.
The presentation will have great information regarding the markets, investor emotions and investor challenges.
Date and Time
Friday Feb 23, 2018
8:00 AM - 9:00 AM CST
Friday, February 23
8-9 am
Location
Edward Jones Office
3686 Gulf Breeze Parkway
Gulf Breeze
Fees/Admission
Free event and breakfast will be served. The presentation will have great information regarding the markets, investor emotions and investor challenges.
Contact Information
Monica Meyer, Financial Advisor - 850-934-4151
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