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Thrilling information! I’m heading to Charlotte subsequent month, and I will probably be bringing a full complement of the crew with me!
We will probably be assembly with purchasers and hanging with the crew from our Charlotte workplaces. We’re additionally assembly potential purchasers and interviewing a number of new of us for the agency.
You’ll be able to be part of me, Josh Brown, Michael Batnick and Blair duQuesnay and several other of our monetary advisors, together with Managing Associate Kris Venne, and Ritholtz Wealth’s President, Jay Tini.
That is the proper alternative to be taught extra about how we handle belongings and develop monetary plans for our purchasers, or simply swing by and say “hey.”
I’ll be on the town from November fifth via the eighth. For those who’d prefer to get on the calendar, ship us a be aware as quickly as doable. and we’ll allow you to get scheduled. Ship an e-mail to information@ritholtzwealth.com with the topic line “Charlotte”
Or, take a look at Josh’s video!
#Charlotte – we’re coming to city November 6-8!
For those who’d like to satisfy with us to be taught extra about changing into a consumer, we’re filling the calendar now. Ship an e-mail to information@ritholtzwealth.com topic line: Charlotte and we’ll see you there!! pic.twitter.com/l0g8Cc3OgV
— Ritholtz Wealth (@RitholtzWealth) October 5, 2023
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