The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)

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English - July 20, 2022 11:00 - 27 minutes - 51.3 MB
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After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial …