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Monthly Archive for: ‘September, 2018’

Stephanie Manchon Joins PRW as Senior Support Advisor

PRW Wealth Management, LLC is pleased to welcome Stephanie Manchon as the firm’s Senior Support Advisor. Stephanie brings over 13 years of client service, investment management, insurance and financial planning experience to PRW, having worked previously with TIAA and as a Client Relationship Consultant. Her contributions to the Investment Management Team will include client service, research, and full team support. …

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PRW UPDATES – 9/6/2018

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Team members Cheryl Mattar, Nina Mortel, Gary Wentling, and Stephanie Manchon took part in Schwab Solutions 2018, …

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