Private Wealth Manager, Merrill Lynch
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12/07/2022
Happy Birthday Jamie! You inspire confidence and strength with your daily words and actions, and you support and fight for the best for each of us with grace and poise. We could not do this without you, THANK YOU for your continued leadership of our team!
12/06/2022
Last week we kicked off the festive season with our annual holiday party! It was so much fun celebrating the work we've done this past year with such an amazing team!
12/04/2022
Happy birthday to our Administrative Assistant Anna! You've helped us out so much this year and we are truly grateful; we hope you enjoy your day!
12/02/2022
Join us in wishing a happy birthday to our Operations Specialist Haley! With all of the hard work you've put in over the past year, we hope you enjoy it!
11/24/2022
11/16/2022
What do you appreciate more now than when you were younger?
11/16/2022
I’m incredibly proud to share that Forbes included Pennington Wealth Management on their 2022 Top Wealth Management Teams: High Net Worth list. This recognition means a lot to us, as it’s awarded to trusted financial advisory teams who empower their clients to feel confident, connected and in control of their financial futures. Thank you to our extraordinary team and clients – working with each of you is an honor and a privilege. https://bit.ly/3V0yBhf
11/16/2022
At their 2022 Charity Golf Tournament, the Butterflies and Birdies Foundation was able to raise over $50,000 for families who have been directly or indirectly affected by the loss of a child. Pennington Wealth Management is proud to have been a sponsor and are happy to support the foundation's mission of offering families peace of mind when it comes to their little ones.
Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Financial Chief Economist Russell Price shares what this paradox may mean for investors and the economy, including the possibility of recession.
11/14/2022
Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
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