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Revealed: The Top Financial Professionals in the US for 2024

By Leo Almazora December 18, 2024 InvestmentNews

InvestmentNews’ Hot List 2024 highlights several influential professionals, including 2024 Board Chair-elect Liz Miller, CFP®. Miller shares that shifting from investments to personalized wealth management has strengthened her client relationships, emphasizing a more holistic approach to wealth planning.

Read more at InvestmentNews

InvestmentNews
Leo Almazora
December 18, 2024