Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client … <a class="btn btn-default" href="https://livelifeliberated.blubrry.net/2022/11/16/centura-client-experience-from-retired-executives-point-of-view-ep-64/"> Read More Read More</a>

Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client … Read More Read More

Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client … <a href="https://livelifeliberated.blubrry.net/2022/11/16/centura-client-experience-from-retired-executives-point-of-view-ep-64/" rel="noopener noreferrer"> Read More Read More</a>

Centura Client Experience from Retired Executives Point of View (Ep. 64)

Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth.  We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

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Welcome to the Live Life Liberated Podcast. In this podcast, the team at Centura Wealth Advisory shares stories, smart techniques and insights for those individuals and families who have not yet been exposed to innovative tax planning strategies that help build and protect their wealth. We help our clients take their wealth from complex to elegant and from burdened to liberated. Join us as we explore strategies drawn from years of experience, research, and innovation, to solve your seen and unseen wealth management hurdles.

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Centura Client Experience from Retired Executives Point of View (Ep. 64)

Centura Client Experience from Retired Executives Point of View (Ep. 64)