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DTSTART:20170328T213000Z
DTEND:20170328T230000Z
LOCATION:Warren Averett, 36474 Emerald Coast Pkwy., Destin 32541
UID:1447620170328T213000ZA New Approach to Funding Long-Term Care
DTSTAMP:20260417T083410Z
DESCRIPTION:\nSimona’s passion for providing wealth management advice comes from her desire to support people in their efforts to achieve their life and financial goals. Simona’s career with Merrill Lynch started in 2012 and her goal is to assist clients in every aspect of their financial lives. She works with clients to formulate an approachable financial plan that is customized to their unique goals and needs. Simona utilizes the knowledge and experience of Tim Krueger and Cory Fosdyck, as well as the vast resources and research capabilities of Merrill Lynch and Bank of America to bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns. \n \n \n \nSimona was born in the Czech Republic and came to the United States in her early teen years. She graduated with an MBA and a B.S. in Finance and Business Administration from Florida State University. Simona volunteers with the American Cancer Society and is a member of the Destin Woman’s Club and Destin Toastmasters. \n
SUMMARY:A New Approach to Funding Long-Term Care - Estate Planning Council of the Emerald Coast 
PRIORITY:3
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DESCRIPTION:Reminder
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