JL
Jeanni Lyon
Client Service Specialist at Fairhaven Wealth Management
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Work Experience
Client Service Specialist
Jul 2019 - Present · 5 years and 6 months
Core Capital Solutions
Client Service Manager
Jun 2004 - Jul 2019 · 15 years and 1 months
Company Details
Fairhaven Wealth Management is an independent financial planning and investment management firm. Creator of the financial literacy platform The Million Dollar Cup of Coffee, our culture is founded on service & advice delivered by a team of professionals who take their responsibility seriously while not taking ourselves too seriously. Fairhaven Wealth Management, LLC is an independent registered investment advisor. Interested in joining our team of like-minded advisors? Learn more at https://www.fairhavenwealth.com/recruiting
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
104 E Roosevelt Rd Wheaton, Illinois 60187, US
Keywords
Financial PlanningEstate PlanningRoth IRA401kInsuranceRetirementAsset AllocatioInvestmentsFinancial LiteracyWills & Trusts
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