This summer we opened a physical office location in North Carolina. It’s staffed with three of our Certified Financial Planners in Charlotte who’ve been taking care of our clients in the area. To celebrate, I’m bringing twenty of my people down for a week of client meetings and to see our local friends and colleagues.
We’ve kept some time on the schedule to meet with prospective clients too. This is always one of the highlights of our trips. If you’re in the vicinity and would like to meet me, Michael Batnick, Barry Ritholtz and Blair duQuesnay, we’re coming to town. I’ll have a group of my financial advisors with me, along with founding partner Kris Venne and Ritholtz Wealth’s president, Mr. Jay Tini. Some of our top operations and client service folks will be there too. This is your opportunity to say hi, tell us about your financial plan or portfolio and ask us any questions you may have about what we do for clients.
We’ll be there from Monday, November 6th through the 8th. If you’d like to get on the calendar, send us a note as soon as possible. Email firstname.lastname@example.org with the subject line “Charlotte” and we’ll help you get scheduled.
See you there!
#Charlotte – we’re coming to town November 6-8!
If you’d like to meet with us to learn more about becoming a client, we’re filling the calendar now. Send an email to email@example.com subject line: Charlotte and we’ll see you there!! pic.twitter.com/l0g8Cc3OgV
— Ritholtz Wealth (@RitholtzWealth) October 5, 2023
Learn more about Ritholtz Wealth Management here.