Posts Tagged ‘Manager’

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Fross & Fross Wealth Management Announces the Appointment of Ex-Wall Street Investment Manager Paul Hoffman as Wealth Advisor

Orlando, FL & The Villages, FL (PRWEB) January 29, 2013

Fross & Fross Wealth Management, an investment advisory firm with client assets of $ 350 million, announced the appointment of Paul Hoffman as Wealth Advisor, as the firm continues to attract top advisors to its ranks. In his role, Hoffman will be responsible for portfolio structuring and analysis, in addition to providing timely information to clients.

Co-founders Robert and Thomas Fross said in a joint statement, “We are pleased that Paul has joined our team. His investment experience and insight will undoubtedly help Fross & Fross further its position as the gold standard in wealth management to the community in which we serve.”

Hoffman brings more than 25 years of investment experience working directly on Wall Street for top financial firms including: Goldman Sachs as Vice President of Fixed Income Currency and Commodities, AMBAC Securities as Chief Investment officer, TIAA-CREF as Director of Public Market Securities, and BNY Mellon as Portfolio Manager. Within the state of Florida, Hoffman was Senior Vice President of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.

Hoffman earned a Bachelor’s Degree in Business Administration from New York Institute of Technology and is working towards an MBA at Hofstra University. His securities licenses include Series 7, 63, and 65.

Hoffman said, “I feel privileged to be continuing my career at Fross & Fross, a highly respected and nationally recognized wealth management firm, and to be working closely with Rob and Tom in order to further position the firm for growth and success. The firm’s steady growth serves as a clear testimony of its exceptional client relationships and investment approach. I am eager to be a part of the firm’s wealth management process.”

About Fross & Fross Wealth Management

Founded by Robert and Thomas Fross, Fross & Fross Wealth Management provides fee-only financial planning and independent wealth management services to clients locally as well as throughout the U.S. Comprehensive services and tools cover the spectrum of personal financial planning issues including retirement planning, estate and trust planning, insurance services, and tax solutions. The firm specializes in helping clients transition smoothly into retirement. For more information:

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Write-up by James Taylor

Are your debts growing day by day? Or you are discovering difficulty in managing, controlling and paying off debts or facing any other issue connected to debts. Now stop worrying about your debts as debts management will take care and eradicate your debt difficulty.

Debt management acts as manager for your debts. In other words, it controls, manages and handles debts in such a way that such difficulty doesn’t arise in future. In present scenario, debt difficulty is typically noticed. And, due to this reason majority of the lenders which includes banks, economic institutions and other developing societies are coming up to offer debt management.

Debt management is not a small term which is getting employed in the monetary industry. Rather, it is extremely broad concept which consists of a variety of aspects such as negotiation, budgeting, counseling and guiding etc. Debt management can be done either via debt consolidation loan, debt consolidation mortgage or remortgage.

On availing debt management, the person is asked to furnish certain specifics such as address proof, identity proof, flow of revenue, nature of debt issue and structure of monthly expenditure. And soon after initializing all these details, the credit expert suggests an proper measure accordingly.

Following are the advantages of availing debt management. Some of them are as follows:

*Debt burden get decreased

*Lowers monthly outgoing

*Improves credit score

It is true that debt management is the dependable and simple indicates to manage debts. But, along that the individual ought to not forget to take particular precautions to get very best out of debt management that is controlling wasteful expenditure and limiting the use of credit cards. As these two variables are the root causes for debt problem.

The best and low-cost way of applying for debt management is by means of online mode. It saves time, funds and efforts. For that reason, it will be appropriate to say that debt management solves your debt dilemma through a hassle totally free procedure.

About the Author

James Taylor holds a Master’s degree in Commerce from JNU. He is operating as economic consultant. To find Education loans, Debt Consolidation loans, Debt management, Unsecured individual loan, Homeowner secured individual loans that finest suits your requirements visit