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The Charlotte Jewish News - May 2015 - Page 6 Yoy^iyi IS W ON. 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 CFR Certified Financial Planner” CFP® Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. ©2014 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC 14-BR3KN-0028 BS12/14
The Charlotte Jewish News (Charlotte, N.C.)
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May 1, 2015, edition 1
6
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