John Taylor’s Post

To kick off our summer development program yesterday, I personally ran the first and in many ways the most important training in the program … The 12 Principles of Matthews Real Estate Investment Services™ This is what we aspire to be

Wrapping up our Summer Analyst Reflection series is Fuge Theodore. Fuge is a student at Florida Atlantic and has been working with the Dynasty Connect and Investments teams. As we fondly look back on the last ten weeks, we are incredibly grateful for all of the hard work our Summer Analysts put into their time with us. They will always be a part of our Dynasty Family and we look forward to seeing them go to new heights! Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

In 1989 I embarked on a career with Northwestern Mutual, and what an adventure it has been! I’m grateful for the opportunity to help clients secure their financial futures and embrace life with confidence and peace of mind. Thank you to my valued colleagues, clients and mentors for making this journey so fulfilling. Here's to the next 35 years! Alex Freund, CFP, CLU, CPA #FinancialPlanning #WealthManagement #RiskManagement #TaxMitigationStrategies #AssetManagement

10 years at Texas Capital

Investing in Dallas! Investing in Dallas! Investing in Dallas! 💙

I would like to invite you to Fund Wealth Fair. You can meet me at the last topic “Asset allocation fit for situation”.

The Manners Merino Sobers Wealth Management Group of Wells Fargo Advisors shares their experiences with teaming and succession planning. Learn more about how working together has led to growth and a more diverse client base, reflective of their blended backgrounds. https://lnkd.in/d9rgH23V

My dauther has participated in a few stock market simulation activities and learned so much. It's exciting to see how Wells Fargo is creating generational change through our Junior Investment program that pairs students with mentors from 100 Black Men of America, Inc. This collaboration is part of a broader effort to equip young people with lifelong financial skills, access and economic opportunities to reduce the wealth gap. #WeAreWellsFargo http://on.wf.com/6042PCvs4

Past Chair and Business Roundtable board member Jamie Dimon, Chairman and CEO of JPMorgan Chase & Co.., shared thoughts how to build a skilled workforce: “I think the more important innovation taking place is what we need to do in high schools, in community college, colleges— getting kids skills… that when they graduate, they’re getting a challenging job. To do that, we need to develop apprenticeship programs, train the teachers, businesses have to work with local schools to make sure what the local companies need is being done.”   Watch the full video here: https://lnkd.in/eDKP98Dp

Look who visited Winward Wealth Advisors: Meet Teddy 🐶