Associated tags: RIA, Finance, Registered, Investment advisory, Professional Services, Financial adviser, MBA, Registered investment adviser, Asset Management, Common ground (communication technique), Holiday, RSVP, Life, Coffee, Food, Admission, LA, PETS, Interior design, Amusement park
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Financial adviser WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).
Key Points:
- WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).
- Crump joins a select group of registered financial advisors vetted by the NFLPA to offer professional financial guidance to its members.
- As a registered NFLPA advisor in the state of Louisiana, venturing into this new market will increase WFA's visibility through one of the world's largest brands.
- “It’s a milestone moment in my career to be named as a Registered Player Financial Advisor by the NFLPA,” offered Crump.
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WFA He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.
Key Points:
- He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.
- Steve Carney, ChFC, Partner and Wealth Advisor at WFA, said: "We are honored to welcome Tom, a trusted friend and colleague, to the WFA team.
- WFA is affiliated with RFG Advisory, a hybrid registered investment advisor (RIA) based in Birmingham, Alabama.
- Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.
Retrieved on:
Thursday, December 2, 2021
Finance,
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Life,
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LA,
RIA,
PETS,
Facebook,
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Flour The purpose of Sip, Shop, and Santa is to celebrate the holiday season by giving back to children in need.
Key Points:
- The purpose of Sip, Shop, and Santa is to celebrate the holiday season by giving back to children in need.
- Sip, Shop, and Santa is an event open to all ages, as well as pets on a leash.
- Sip, Shop, and Santa will have a photo opportunity with Santa starting at 4:00 PM on the front porch.
- At WFA, we are advocates for happiness and prosperity, said Chase Crump, CFP, Partner and Wealth Advisor at WFA.
WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, is proud to announce that Partner & Wealth Advisor Dany Martin, MBA, was selected as a member of the 2021 class of InvestmentNews 40 Under 40.
Key Points:
- WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, is proud to announce that Partner & Wealth Advisor Dany Martin, MBA, was selected as a member of the 2021 class of InvestmentNews 40 Under 40.
- View the full release here: https://www.businesswire.com/news/home/20210607005140/en/
Now in its eighth year, InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry.
- This years slate of 40 dynamic honorees under age 40 were selected from a pool of about 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews.
- I am truly humbled to be included in this years class of 40 Under 40 by InvestmentNews, said Dany Martin, MBA.
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LOUISIANA,
Cities in the United States WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, today announces its plans to expand its social footprint in Greater Shreveport with the addition of a new office.
Key Points:
- WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, today announces its plans to expand its social footprint in Greater Shreveport with the addition of a new office.
- The new office is in addition to WFAs main headquarters located at One Bellemeade Centre.
- WFA partners and StrongHer Money ambassadors Dany Martin, MBA, Chase Crump, CFP, and Steve Carney, CHFC led the redevelopment project.
- As the third largest city of the state, Shreveport is home to local entrepreneurs and small businesses, many of them minority owned.