Amy Butterfield, CFP®, CPWA®’s Post

Wealth Management

5mo

Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

Investor Insights 2024

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Brittany Reid, CPA, CFP®

Manager at Plante Moran
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

Investor Insights 2024

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Christa Leson, CFP®

Financial Advisor at Plante Moran Financial Advisors
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

Investor Insights 2024

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Shawn Riley, CFP®, CPWA®

Partner at Plante Moran Financial Advisors
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

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Mark Dixon

Partner - Plante Moran Wealth Management
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

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Philip Clark, CFP®, CPWA®

Partner at Plante Moran Financial Advisors
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

Investor Insights 2024

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Raymond C. Celaya, CFA, CFP®

Partner at Plante Moran Financial Advisors - Specializes in holistic wealth management and investment planning services
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

Investor Insights 2024

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Armani Zori, CFP®

Ultra High Net Worth Financial Advisor
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

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Tracey Bodnar

Trading/Operations
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

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Myranda Fabian, CFP®, CPWA®

Principal at Plante Moran Financial Advisors
5mo
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Todd McClain, CFP®; CIMA®

Partner, providing holistic wealth management and investment advisory services.
5mo
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Investors: Did you miss our 2024 midyear update? Watch on demand for a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights

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