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CWM Gerald J. Graves and Chris Dudley
CWM has named Gerald J. Graves as the West Coast Managing Partner and Chris Dudley, CFP® as a West Coast Partner and Senior Financial Advisor. These new senior team members will lead Congress Wealth Management’s West Coast initiatives, which include expanding the firm’s footprint in the West, enhancing services available to Congress Wealth clients nationwide and the overall expansion of the firm’s client base. The team has a long history of working with complex clients, including entrepreneurs and professionals from the Entertainment, Media, and Sports industries.
MARKET UPDATE CALL (07-18-2019): CIO Rich Barrett provides his outlook for the financial markets for the remainder of 2019. Listen to the call here.