Investment Bank/Securities Brokerage - Durham, NC, US
We call our practice "purpose driven" because most of our clients believe that true success is measured not simply by the wealth they create, but by the impact they makeand the legacy they leave. Our clients realize that their time is best spent focused on theirunique talents and strengths. So… they must work with someone who supports and encourages their purpose in life. We have a special emphasis on encouraging and supporting women and couples to fully understand and engage in their finances.
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