The Charlotte Jewish News - January 2015 - Page 19
IT’S YOUR USAi
IS IT OR.
Preserve your wealth and protect your estate for generations to come.
You’ve planned and worked a lifetime to achieve your financial goals. A
second set of eyes on these important documents can make a difference.
Please call me to schedule a complimentary trust review by Marx
Wealth Management of Raymond James and Raymond James Trust.
CATHERINE HUNTER, CFP®
Financial Advisor
Certified Financial Planner™
6805 Morrison Boulevard, Suite 350 // Charlotte, NC 28211
T 704.442.4706 // T 800.241.2748
catherine.hunter@raymondjames.com
marxwealthmanagement.com
RAYMOND JAMES
CFP®
Certified Financial Planner"
CFP®
Certified Financiai Planner Board of Standards inc. owns these certification marks in the U.S., which it
awards to individuais who successfully complete CFP Board's initial and ongoing certification requirements.
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