Finding success in succession by building a successor vision with Marianela Collado

Finding success in succession by building a successor vision with Marianela Collado

Marianela Collado is the CEO and majority shareholder of Tobias Monetary Advisors, a Florida-based impartial RIA that manages greater than $ 500 million in AUM for 257 shoppers. Marianela adopted…

Going through a family succession plan as a successor to building your own vision of the future with Charlotte Geletka

Going through a family succession plan as a successor to building your own vision of the future with Charlotte Geletka

Charlotte Geletka is the proprietor and managing associate of Silver Penny Monetary, an Atlanta-based hybrid RIA the place Charlotte personally oversees $ 140 million for 150 households. After Charlotte purchased…