News Topic Wealth management firm

News Topic: wealth management firm

News: Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

News: Luma Wealth Has Formed an Advisory Council

Mortgage and Finance News: (CLEVELAND, Ohio) Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.