We are excited to announce that Larry Watts and Christy Frank have now formed the Vintage Wealth Management Group.
Leveraging our combined 60 years of investment industry experience, we will be better able to provide highly customized investment guidance and top-tier service.
Larry holds the CERTIFIED FINANCIAL PLANNER™ certification, the Accredited Investment Fiduciary® designation, and the Certified Portfolio Manager® designation. Christy has an MBA and holds the Accredited Asset Management Specialist™ designation.
To further our commitment in providing top-tier service, Jacob George, Registered Client Service Associate, has also joined the team. He is dedicated to assisting the team with administrative duties, as well as being the first point of contact for clients.
