Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, is pleased to announce the addition of Michele Beernink as Director of Private Wealth Services.
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Michele Beernink joins Capital Financial Partners as Director of Private Wealth Services
Michele brings a wealth of industry knowledge and experience to Capital Financial Partners, LLC. Most recently, she was Director of Private Wealth Services for Verdence Capital Advisors, where she assisted with daily client account management to provide clients with the highest quality of service. With nearly two decades of experience, her long career in the financial services industry also includes working at Finance Forward LLC as a Client Relationship Manager and at Mercer as an Investment Consultant.
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A life-long resident of Baltimore, Michele earned a Bachelor of Business Administration in Economics and an MBA in Finance from Loyola University Maryland. She is Series 7 and 65 licensed, and recently earned the Chartered Retirement Planning Counselor designation.
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“We are thrilled to welcome Michele to our team,” said Ryan Salah, Partner at Capital Financial Partners, LLC. “Her experience, professionalism, and dedication to client service align perfectly with our mission to provide families with thoughtful, comprehensive financial guidance.”
Capital Financial Partners, LLC specializes in investment management, retirement plan consulting, risk management, estate and tax planning, and business succession planning. The firm currently manages $270 million for 270 families.
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Source: businesswire