Lena Haas leads Wealth Management Advice and Solutions at Edward Jones, which equips the firm's branch teams with advice, financial planning tools, products and services to guide clients and their families, and make a positive impact on their lives. Haas serves on the Enterprise Leadership Team, which is responsible for providing advice to the managing partner in helping the firm grow its impact and create value for clients, colleagues and communities today and in the future. She also serves on the Board of Trustees of the Edward Jones Money Market Fund and Bridge Builder Trust.
La llamada Gran Transferencia de Riqueza está en marcha. En las próximas dos décadas, se calcula que la Generación Silenciosa y los baby boomers legarán 84,4 billones de dólares en activo...
The so-called Great Wealth Transfer is underway. Over the next two decades, an estimated $84.4 trillion in assets will be passed down from the Silent Generation and baby boomers to their ...
