Get to know our wealth management practice
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.