Cleveland, OH, June 19, 2013 --(PR.com
)-- Cleveland-based Creekside Financial Advisors, LLC is proud to announce that David Atwell joined the financial services firm as a Client Manager supporting Alan Yanowitz, JD, a Creekside financial advisor. Mr. Atwell’s twenty-five years of experience-serving clients at financial services firms including Smith Barney/Morgan Stanley, make him an ideal candidate for Creekside.
“I’m thrilled to join Alan and the other client service devotees at Creekside. I was looking for a boutique firm that is as serious about its customer service as it is about its financial planning expertise, and I found it at Creekside,” said David Atwell, Creekside Financial Advisors Client Manager.
“It’s great to further expand our staff by adding David who is an experienced Client Service Representative. Combining David’s keen listening skills with his ability to quickly research an issue and provide quality answers makes him the ideal Client Manager. His depth of experience in financial services, particularly the equity market, is really valuable to our firm and our clients,” said Alan Yanowitz.
At Creekside, Mr. Atwell is responsible for researching, analyzing and developing financial reports and information while delivering exemplary customer service for the firm’s advisors and clients.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. Registered Representatives offer securities through Securities America Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors Inc. Creekside Financial Advisors LLC and Securities America companies are separate entities.