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2020 Financial Markets Update

Advisors|News|Wealth Planning

2020 Financial Markets Update

In the Search for a Financial Advisor, Not All Professional Designations Are Created Equal

May 8, 2018

“If you’ve ever searched for a financial advisor, you’ve probably noticed the dizzying array of designations and credentials that come […]

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Photo of Melissa Montgomery-Fitzsimmons

When Clients Divorce, So Should Advisers

August 12, 2016

First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest […]

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