Women and Wealth: Volume 1 - McLean, Charles
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Women and Wealth, by Charles McLean was created to help women become confident in the common and uncommon issues they may face throughout their investment life cycle. Learn portfolio management strategies often used during volatile market cycles and asset positioning strategies that may be utilized in the event of lawsuit, death of a spouse, or divorce. Read about strategies on how best to manage assets of elderly parents or disabled family members. Discover different ways to plan for your children's education and get introduced to estate planning techniques that may help preserve your…mehr

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Produktbeschreibung
Women and Wealth, by Charles McLean was created to help women become confident in the common and uncommon issues they may face throughout their investment life cycle. Learn portfolio management strategies often used during volatile market cycles and asset positioning strategies that may be utilized in the event of lawsuit, death of a spouse, or divorce. Read about strategies on how best to manage assets of elderly parents or disabled family members. Discover different ways to plan for your children's education and get introduced to estate planning techniques that may help preserve your children's inheritance. Gain a basic understanding of executive compensation packages utilized by publicly and privately held corporations. Finally, read about what to look for in a Wealth Advisor and how to find one that will help guide you down a path to success.
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Autorenporträt
Having managed client assets through the most volatile market cycles in modern history, Charles has gained a unique perspective on managing wealth. Charles began his wealth management career over 17 years ago with Morgan Keegan, a regional firm based out of Memphis, TN. Just prior to starting his firm, SouthTrust Advisors, Charles was a business owner and manager for Wachovia Securities independent channel. Before entering the financial services industry, Charles spent time in law enforcement, graduated from Louisiana Tech University, and started, grew, then sold a successful sauce manufacturing company that now private labels for the Duck Dynasty family.Charles is the architect of SouthTrust Advisors. Founded on the principle of placing client's interest above all other outside influences, Charles is committed to administering unbiased investment and income planning advice to clients. The author of WOMEN and WEALTH, a guide designed to enhance women's confidence in the common and uncommon issues they may face throughout their investment life-cycle, Charles currently serves his company as Senior Wealth Advisor and operates from the McKinney, TX location. Securities Offered Through Sigma Financial Corporation, Member FINRA/SIPC. SouthTrust Advisors, LLC is independent of Sigma Financial CorporationFor more information on SouthTrust Advisors product and services, visit our website at www.southtrustadvisors.com, or call us at 972-890-9696.SouthTrust Advisors, LLCCharles McLean, Senior Wealth Advisor3900 S. Stonebridge Dr.Suite 101McKinney, TX 75070