Business & NetworkingThursday, November 5
Ribbon Cutting | Gold Key Private Wealth & Partners
Thursday, November 5 · 4:30-5 p.m. · 1776 Legacy Circle Suite 104 Naperville
- When
- Thursday, November 5 · 4:30-5 p.m.
- Where
- 1776 Legacy Circle Suite 104 NapervilleIL · 60563
About this event
Enjoy a chance to meet local leaders, community influencers, Chamber Members & Ambassadors as we welcome a new business to our vibrant community with an official ribbon cutting. Food & beverages may be served for guests to sample.
Can't make it in-person? Watch LIVE on Facebook here .
ABOUT THE BUSINESS:
Our wealth management journey started in 1994 with a dedication to exceptional client portfolio creation, long-term planning, and ongoing service. In 2008, Paul teamed with Lisa, who had decades of personal client service, and elevated the level of white glove service that they earnestly strive for every day. In 2019, Steve joined the practice to bring experience in portfolio analysis and add another layer of client service, achieving the coveted CIMA designation. In 2023, Jorge joined the team, bringing experience in both financial advisory as well as client service. In launching Gold Key Private Wealth, Kristin joined the team, bringing her experience in relationship and project development, marketing, advertising, and overall business strategy.
HOSTED BY:
By registering for this event, attendees acknowledge that all registrations are non-refundable. Attendance also grants the Naperville Area Chamber of Commerce permission to use photos or video captured at the event for marketing and promotional purposes. Event details are subject to change.
Listed by Event Registration (GrowthZone) and members.naperville.net (GrowthZone), gathered by the Naperville events calendar.