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AAFCPAs Wealth Management Welcomes Emily Levine, Investment Operations Specialist

AAFCPAs Wealth Management Welcomes Emily Levine, Investment Operations Specialist

AAFCPAs Wealth Management continues to grow and invest in team capabilities, and we are pleased to announce the addition of Emily Levine as Investment Operations Specialist.  Emily has 15+ years’ experience in financial services and joins our growing team of wealth advisors. “In response to our on-going commitment to offer each client a personalized, holistic planning approach, we continue to invest in growing our team and advancing our technical capabilities to ensure... continue reading