Growth for CCR Wealth Management
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.”
Westborough, MA, June 14, 2016 --(PR.com)-- CCR Wealth Management is pleased to welcome Brian Kennedy and Kei Gamble to their team. Brian will be providing client services as well as handling the coordination of the Internal Review Committee while Kei will focus on client service and operations functions.
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.”
Expanding CCR Wealth Management's Client Services Department
Kei comes to CCR with over 10 years of experience in assisting financial advisors and their clients. She graduated from Rhode Island College and holds the Series 7, 6, 63, and 65 securities registrations. At CCR Wealth Management she will serve as a liaison between the advisors, clients, product vendors and our broker dealer; Kei works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions.
Adding Depth to CCR Wealth Management's Internal Review Committee
Brian is joining the CCR team after spending the previous 11 years in a regulatory environment. He graduated from UConn and holds the Series 7, 66, 24, 31, and 53 securities registrations. Brian’s main responsibilities include ensuring our Internal Review Committee meetings run smoothly each week as we review, analyze, and rebalance client portfolios. Brian’s additional responsibilities include assisting our advisors in meeting the needs of our clients by facilitating day-to-day tasks such as establishing new accounts, coordinating account transfers, and initiating transactions. Brian is an active member of the CCR Client Services and Internal Review Committees.
Strengthening CCR Wealth Management's Team
CCR Wealth Management is an independently managed financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. The team acts as personal advisors, empowering their clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals.
CCR Wealth Management's team of professionals have a diverse range of credentials including Certified Financial Planner designations, Masters of Business Administration degrees, graduates from Ivy League schools, and FINRA Series 7, 63, 65, 24, 4, 51 and life and health insurance registrations. Our team members’ backgrounds include experience at large financial firms such as Morgan Stanley, Smith Barney, Freddie Mac, as well as small boutique firms.
For more information please visit www.ccrwealth.com
Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. 1400 Computer Drive, Suite 245, Westborough, MA 01581
David Borden, Managing Partner says, “Since inception in 1998 our firm has grown from a startup entity to a team of 16 that manages more than $1.1 billion in assets for individuals, corporations, retirement and pension plans and nonprofit organizations. Along with our past growth, we continue to grow the practice at some 20 percent per year. Adding these professionals to our team will allow us to keep up with that growth and give our clients the excellent service they expect.”
Expanding CCR Wealth Management's Client Services Department
Kei comes to CCR with over 10 years of experience in assisting financial advisors and their clients. She graduated from Rhode Island College and holds the Series 7, 6, 63, and 65 securities registrations. At CCR Wealth Management she will serve as a liaison between the advisors, clients, product vendors and our broker dealer; Kei works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions.
Adding Depth to CCR Wealth Management's Internal Review Committee
Brian is joining the CCR team after spending the previous 11 years in a regulatory environment. He graduated from UConn and holds the Series 7, 66, 24, 31, and 53 securities registrations. Brian’s main responsibilities include ensuring our Internal Review Committee meetings run smoothly each week as we review, analyze, and rebalance client portfolios. Brian’s additional responsibilities include assisting our advisors in meeting the needs of our clients by facilitating day-to-day tasks such as establishing new accounts, coordinating account transfers, and initiating transactions. Brian is an active member of the CCR Client Services and Internal Review Committees.
Strengthening CCR Wealth Management's Team
CCR Wealth Management is an independently managed financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. The team acts as personal advisors, empowering their clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals.
CCR Wealth Management's team of professionals have a diverse range of credentials including Certified Financial Planner designations, Masters of Business Administration degrees, graduates from Ivy League schools, and FINRA Series 7, 63, 65, 24, 4, 51 and life and health insurance registrations. Our team members’ backgrounds include experience at large financial firms such as Morgan Stanley, Smith Barney, Freddie Mac, as well as small boutique firms.
For more information please visit www.ccrwealth.com
Securities and Advisory Services offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. 1400 Computer Drive, Suite 245, Westborough, MA 01581
Contact
CCR Wealth Management
Amanda Jansson
508-926-2401
ccrwealth.com
Amanda Jansson
508-926-2401
ccrwealth.com
Contact
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