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Centura Client Experience from Retired Executives Point of View (Ep. 64)
Live Life Liberated
English - November 16, 2022 12:00 - 29 minutes - 54.5 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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 …