What Happened?
Waltham, MA-based Commonwealth Financial Network Appointed Patti Wilson as Vice President, Marketing Services
About the Company
If you`re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the independent B/D–RIA whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients` financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what`s best for clients. And direct access to the support you need at every level, including from our managing partners. There`s so much more to the Commonwealth story. We`d welcome the opportunity to share it with you—and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward™.
About the Person
Patti Wilson is Vice President, Marketing Services at Commonwealth Financial Network. Previously, Patti held various senior HR leadership roles in the industry.
Info Source
News
Short Profile