Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio

August 1, 2022 by John Ray

advisory board
Family Business Radio
Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

advisory board

Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen notes that a business owner can’t be an expert in every aspect of their business, and he advocates for finding experienced professionals to add to one’s advisory board, whether for one’s personal finances or a family business.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Advisory Board, advisory team, Anthony Chen, Anthony's Take, business coach, Family Business Radio, financial advisor, legal team, Lighthouse Financial Network, specialists

PHELAN & MYERS 2 FOR 20: State of the Real Estate & Mortgage Market in Atlanta

July 7, 2022 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: State of the Real Estate & Mortgage Market in Atlanta
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Lindsay Dendy, Scott Phelan, Mark Pagomenakis

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

On this episode, host Scott Phelan is joined by real estate professional Lindsay Dendy of Dorsey Alston and mortgage expert Mark Pagomenakis of Goldwater Bank to discuss the current real estate and mortgage market in Atlanta.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841  Email: sphelan@janney.com

Tagged With: 2 for 20, atlanta mortgage rates, Atlanta Real Estate, dorsey alston, financial advisor, goldwater bank, lindsay dendy, mark pagomenakis, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, real estate, scott phelan

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

June 6, 2022 by John Ray

Financial Advisor
Family Business Radio
Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Financial Advisor

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

Anthony Chen shares that the best time to reach out to a financial advisor is when major changes are occurring in life or business. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, financial advice, financial advisor, Lighthouse Financial Network

PHELAN & MYERS 2 FOR 20: The Role of Community Foundations

March 21, 2022 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: The Role of Community Foundations
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Kevin Myers, Randy Redner and Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

Randy Redner/Community Foundation for Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our world through the power of philanthropy. On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes. But their goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia and beyond by providing leadership, addressing community needs and assisting individuals and organizations with their charitable giving.

Tagged With: 2 for 20, cfneg, community foundation for ne georgia, community foundation for northeast Georgia, financial advisor, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, randy redner, scott phelan

PHELAN & MYERS 2 FOR 20: The Basics of Fraud Protection

January 24, 2022 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: The Basics of Fraud Protection
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Bill Bruton and Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Bill Bruton/WF Bruton & Associates

Bill Bruton has over 26 years experience conducting complex financial investigations on behalf of the IRS Criminal Investigation Division. For the last 10 years, he specialized in international investigations of money laundering, fraud and criminal tax matters. These investigations covered the full spectrum of white-collar crime that affect the calculation of correct tax liability and violations of money laundering laws. Many of these investigations were coordinated with foreign law enforcement agencies and embassies including those in Britain, Australia, Spain and Italy.

In addition, he has authored articles on international money laundering and internet fraud. In 2002, Bill assisted the US Treasury, World Bank, IMF and FATF, participating in a World Bank/International Monetary Fund-led assessment of Bangladesh’s financial sector, including
Bangladesh’s anti-money laundering/anti-terrorist regime. He served as the Law Enforcement money-laundering expert for the compliance review of the country of Bangladesh for their ability to comply with International standards relating to money laundering compliance.

Bill has served as subject matter experts for the US Treasury Office of Technical Assistance and the US Embassy in Bosnia in the reform of their money laundering laws and restructure of the countries Financial Police. He also assisted the United Nations High Representative in Bosnia with an investigation of a major bank involved in illegal international money laundering. Bill has also testified in Federal and local courts as an expert in Money Laundering and IRS procedures.

Tagged With: 2 for 20, avoiding fraud, bill bruton, cyber security, financial advisor, fraud, fraud protection, irs agent, irs scams, money laundering, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, scams, scott phelan

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

January 24, 2022 by Karen

Lynda-Bishop-with-Summit-Alliance-Solutions-and-Catherine-Scrivano-with-CASCO-Financial-Group-feature
iNudge
Women Changing the World with Lynda Bishop and Catherine Scrivano E1
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Lynda-Bishop-with-Summit-Alliance-Solutions-and-Catherine-Scrivano-with-CASCO-Financial-Group

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

Welcome to the first episode of iNudge with phenomenal guests, Lynda Bishop, Founder/CEO of Summit Alliance Solutions, LLC and Catherine Scrivano, President of CASCO Financial Group.

Listen in as Karen, Lynda, and Catherine share their wisdom and insight as to how they nudge their clients (and themselves) to living their best life.

From mental health and wealth management, to personal development and organizational success, they cover a lot of ground during this “fireside” chat.

We’d love to hear your takeaways and input!

Be sure to connect with Lynda, Catherine and Karen via Linkedin and their websites – see their individual bios below. summit-alliance-logo

Summit Alliance Solutions, LLC, providing exceptional custom entrepreneurial advancement programs, education, workshops, mastermind facilitation and coaching services across the nation.

They specialize in programs focused on the advancement of women business owners, women in business, relationship improvement, and the next generation of entrepreneurial youth.

Started in 2008 by Lynda Bishop, President and CEO, Summit Alliance Solutions is based in Phoenix, Arizona, and has a small and mighty team of five employees across three states to serve clients across the country.

Lynda-Bishop-Phoenix-Business-RadioXLynda Bishop is a certified executive and empowerment coach, a master’s level mental health therapist, relationship advisor, speaker, author, and an international women’s leadership development facilitator.

She serves in many roles focused on the professional and personal advancement of women and youth nationwide.

She is Vice President of National Programs for the National Association of Women Business Owners Institute for Entrepreneurial Development where she creates and delivers their menu of programs offered to business owners and organizations of all sizes (from start-ups to multi-million-dollar businesses). She facilitates professional mastermind groups across the country to support women leaders in their personal, family and business lives.

As the Executive Director for the Aspiring Youth Academy, Lynda leads an exceptional team focused on serving entrepreneurial youth across Arizona from underserved communities and foster care to help them gain the confidence and skills needed to create their own powerful futures.

Lynda is the national mastermind facilitator and is an executive coach for the Network of Executive Women’s Rising Stars Program, whose mission is advancing all women, growing business and transforming our workplaces through the power of community and gender equality.

She loves the travel that her work and play bring her. On per personal time, you may find her in Corpus Christi, TX with her grandchildren, or in Arizona camping, hiking, being outdoors just about anywhere and likely with her beloved husband and four-legged companions by her side.

Connect with Lynda on LinkedIn, Facebook, Twitter and Instagram.

NEW-CASCO-lobo

CASCO Financial Group was founded to help people create the financial strength needed to achieve their dreams and build money power. They offer education , encouragement and enlightenment to help you accomplish what is important to you.

CASCO Financial Group’s goal is to help people realize their dreams! They believe that everyone has a goal to be, do or have something… and these dreams often have a financial component. They help people create the financial strategies to achieve those goals…and being part of that experience is the greatest honor of all.

Catherine-Scrivano-Phoenix-Business-RadioXCatherine Scrivano is the President of CASCO Financial Group. She started her business to help people create the financial strength they need to achieve their dreams. She believes you don’t have to be wealthy to be wise!

Catherine has been board chairperson, board member and participated in an advisory capacity to several organizations that promote equality in the workplace and in our community. Other endeavors include support of local and independent businesses, both as an advisor and as a consumer.

In 2016 she was named a finalist for the ATHENA award by the Greater Phoenix Chamber of Commerce and recognized as an Outstanding Woman in Business by the Phoenix Business Journal. In 2017 she received the Dorothy Wiley Award, the highest recognition offered by the YWCA Metropolitan Phoenix, and has been named one of the Most Influential Women in Arizona by Arizona Business Magazine. She just learned she is being honored as the 2022 Growth Leader by Athena Valley of the Sun.

Catherine has written articles published in local and national media, and regularly appears on television, radio and in print and online media outlets. She regularly shares advice about money on The Women’s Eye Podcast.

Follow CASCO on LinkedIn, Facebook and Twitter.

About iNudge Radio Show and PodcastiNudge-iTunes

“Sometimes we need a good kick-in-the-pants to hurl us in the direction of our dreams; and other times, we just need a flick or a nudge. Either way, there is a force catapulting us forward.” ~ Karen Nowicki 

High wealth professionals and extraordinary people profess they didn’t get to mastery without the guidance, strategies and support offered by those who have traveled similar paths before them. And, they’ll likely be shouting it from the roof tops with their arms stretched out to welcome you and to encourage others to do the same. 

You see, believing in oneself, having a growth mindset, and never giving up, were never meant to be best kept secrets. Quite the opposite. Becoming the best version of ourselves is imperative frankly, it is our birthright and there is a standing invitation for all of us to show up as big and as bright as we can.

Is it really that easy? Oh, hell no. For some, it’s a grueling process…which is why most need professional champions and skilled cheerleaders to help them along the way. 

iNudge is committed to helping you succeed, with a little nudge whenever you need it. We want to see you win and know you can  Let us show you how. 

About Your Host

Success. It is like a puzzle. You must have the puzzle box lid to see the big picture and know what your life, influence, income, and reach should be. 

No matter if we are talking about:

  • How to take your skillset and grow it into a multi-million dollar business. 
  • How to take your business brilliance and build it into lifelong influence and buying customers.
  • How to overcome those moments of overwhelm and self-sabotage (all together or at least a heck of a lot faster), so you can hit those next levels of success sooner and stronger. 

Karen Nowicki has you covered.

Karen-Nowicki-Phoenix-Business-RadioX

The ultimate problem solver and solution finder, Karen’s natural perspective is understanding what you want, need, and how to make it a reality.

With advanced training and certifications in several modalities and disciplinary specialization, including: Facilitative Leadership, Organizational Development, Strategic Planning, Trauma Integration & Shadow Integration, Karen knows the business of business as well as the business of people. She will nudge you, walk alongside you, and guide you along the way.

No matter if you are building your industry influence, client relationships, or working on how to grow, scale, or accelerate your business to the next level, Karen is dedicated to helping you build your success puzzle while showing you the hidden opportunities that await.

Connect with Karen on LinkedIn, Facebook and Instagram.

Tagged With: asset management, estate planning, financial advisor, financial planning, Investment Services

PHELAN & MYERS 2 FOR 20: Stories from an IRS Criminal Investigator

January 11, 2022 by Mike

This content is password protected. To view it please enter your password below:

Tagged With: 2 for 20, avoiding fraud, bill bruton, cyber security, financial advisor, fraud, fraud protection, irs agent, irs scams, money laundering, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, scams, scott phelan

Kurt Altrichter, Ivory Hill

December 22, 2021 by John Ray

Kurt Altrichter
Minneapolis St. Paul Business Radio
Kurt Altrichter, Ivory Hill
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Kurt Altrichter

Kurt Altrichter, Ivory Hill (Minneapolis-St. Paul Business Radio, Episode 28)

Kurt Altrichter, Founder and President of Ivory Hill, believes in limiting downside risk as a core principle of the investment strategy he constructs for his clients. Kurt joined host John Ray to share his perspective on market performance during the pandemic, current market conditions, why cash reserves are so important, sectors that seem stable, and much more. Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

Ivory Hill

As a fee-only fiduciary financial advisory firm, Ivory Hill specializes in creating holistic retirement plans and private wealth management for forward-thinking organizations and individuals. We advise CFOs, CEOs, and human resource directors on plan design, vendor sourcing, investment selection, and monitoring, fiduciary governance, and financial wellness education.

Company Website | LinkedIn | Twitter

Kurt S. Altrichter, CRPS, Founder, Ivory Hill

Kurt S. Altrichter, CRPS, Founder, Ivory Hill

Kurt S. Altrichter, CRPS® specializes in creating opportunities for people to leave their own legacy. He is a fee-only fiduciary financial advisor who specializes in holistic retirement plans and wealth accumulation strategies for forward-thinking organizations and families.

Kurt advises CFOs, CEOs, and HR Directors on plan design, vendor sourcing, investment selection, and monitoring, fiduciary governance, and financial wellness education.

He also helps employees best utilize their retirement programs by providing interactive and targeted education and advice services. He provides full fiduciary advisory services to company and organization retirement plans, including 401(k), 403(b), Simple IRA, SEP, defined benefit, and non-qualified deferred compensation plans.

LinkedIn

Questions and Topics Discussed in this Episode

  • How to manage downside risk
  • Why do you encourage investors heading into the new year (2022) to keep a healthy cash reserve
  • COVID taught investors the necessity for a plan when the market is down – how nimble does that plan need to be
  • Why your economic outlook presents even more investment opportunities in 2022
  • Ivory Hill financial forecast for 2022 – where is the market heading – and where should retirees be positioned to reap rewards

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX® .  You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Tagged With: financial advisor, investments, Ivory Hill, Kurt Altrichter, Minneapolis St Paul Business Radio, S&P 500, stock market

PHELAN & MYERS 2 FOR 20: Estate Planning

November 23, 2021 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Estate Planning
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Eric Wilborn and Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Eric Wilborn/Stewart Melvin & Frost

Eric joined the probate and estate planning section of Stewart Melvin & Frost in 2016. He previously practiced law with Hollberg & Weaver, LLP in Buckhead, a litigation law firm specializing in personal injury, federal court litigation, business and complex litigation, divorce defense, and estate planning. Previously, Eric practiced in Gwinnett County primarily in the areas of probate, guardianship and conservatorship issues.

Tagged With: 2 for 20, eric wilborn, estate planning, financial advisor, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, scott phelan, Stewart Melvin & Frost, wealth management

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2025 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio