Skip to Content



Get to know our wealth management practice

May 16, 2019 Podcast 15 min listen
Authors:
Bob Palmer Wealth Management Dawn Jinsky Wealth Management
In this exclusive podcast, available only to Plante Moran alumni, Bob Palmer and Dawn Jinsky discuss our rapidly growing wealth management practice and how we help individuals and businesses.

Money charts Rapid growth, expanded service capabilities, and the opportunities for new potential clients have made wealth management one of our most exciting practice areas. Bob Palmer joined Dawn Jinsky to discuss the latest news from the group in this alumni-only podcast.

Listen to the podcast to learn about:

  • What differentiates our wealth management practice.
  • The kinds of clients we serve — and how we serve them.
  • Why Bob and Dawn love being a part of Plante Moran Wealth Management.

Want to learn more about our wealth management practice? Dawn and Bob would love to hear from you.


Related Thinking

August 18, 2022

What can we learn from the recent rebound in capital markets?

Blog 1 min read
August 18, 2022

Is the U.S. economy in recession today?

Blog 1 min read
August 17, 2022

Retail sales remained unchanged in July

Blog 2 min read