A woman-led three-adviser team managing $244 million at Wells Fargo Advisors in Grand Junction, Colorado has joined D.A. Davidson.
The Squier and Martinez Financial Management Group is headed by Cheryl Squier and includes Brooke Martinez and Clay Squier. They have opened Davidson’s first office in Grand Junction.
Cheryl Squier has 29 years of experience, according to her BrokerCheck report, and had been at Wells Fargo since 2011.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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