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2. LPL Financial welcomes Morristown Wealth Management

   lite.aol.com/tech/story/0022/20241007/9251635.htm

   SAN DIEGO, Oct. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Don Giovanello, Jr., and Gian Paolella, CFP®, with Morristown Wealth Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $340 million in advisory and ...

3. Jenny Johnson (businesswoman) - Wikipedia

   en.wikipedia.org/wiki/Jenny_Johnson_(businesswoman)

   Johnson was born in 1964 in Morristown, New Jersey. Her father Charles B. Johnson was CEO of Franklin Resources while her mother Ann Johnson was a physician who had graduated from Stanford University School Medicine. Johnson is a third generational member of the Johnson family that had founded and managed Franklin Templeton Investments. She had ...

4. Financial Executives International - Wikipedia

   en.wikipedia.org/wiki/Financial_Executives...

   Financial Executives International (FEI) is a member-service–oriented organization based in Morristown, New Jersey, for senior-level financial at companies of all types. FEI operates a separate nonprofit foundation : Financial Education & Research Foundation ( FERF ), which acts as an impartial financial resource for members and Foundation ...

5. Millennium Management, LLC - Wikipedia

   en.wikipedia.org/wiki/Millennium_Management,_LLC

   Millennium Management is an investment management firm with a multistrategy hedge fund offering. [9] It is one of the world's largest alternative asset management firms with over $70.2 billion assets under management as of October 2024. [10] [11] The firm operates in America, Europe and Asia. [12]

6. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

7. Bessemer Trust - Wikipedia

   en.wikipedia.org/wiki/Bessemer_Trust

   As of December 31, 2020, the Bessemer Trust Company had a 401(k) plan in New Jersey of $520 million. [15] As of 2021, Bessemer Trust remains a wealth management firm. [16] In 2022, Bessemer Group Inc. operated two banks insured by the FDIC - Bessemer Trust Co. NA and Bessemer Trust Co. It also operated two direct US trust companies: Bessemer ...