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Congratulations to Client Services Associate Melissa Grochal!

Congratulations to our Client Services Associate Melissa Grochal who recently earned the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.   Melissa undertook most of her undergraduate coursework at Emory University and […]

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