Finance Executive Frank Legan Joins Cedar Brook Financial as Partner
Frank Legan, formerly with Merrill Lynch and National City/PNC Investments, has joined Cedar Brook Financial as a Partner.
Cleveland, OH, October 02, 2010 --(PR.com)-- Cedar Brook Financial Partners LLC announced that Frank Legan has joined the firm as a Partner. Prior to his new role at Cedar Brook, Legan was a financial advisor in the private client groups at Merrill Lynch and National City/PNC investments.
“Frank comes to us with tremendous experience developing customized lifetime income, investment and estate plans. His dedication to his customers aligns beautifully with our culture. We’re thrilled that he joined our team,” explained Michael Perlmuter, Cedar Brook Managing Principal.
“Cedar Brook’s collegial environment and tremendous intellectual capital are what drew me in. I’m excited to be part of a team that’s dedicated to developing personalized plans that are all about the individual client’s specific needs, risk profile and financial goals. It’s all about delivering an outstanding client experience, now and for many years in the future,” said Legan.
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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“Frank comes to us with tremendous experience developing customized lifetime income, investment and estate plans. His dedication to his customers aligns beautifully with our culture. We’re thrilled that he joined our team,” explained Michael Perlmuter, Cedar Brook Managing Principal.
“Cedar Brook’s collegial environment and tremendous intellectual capital are what drew me in. I’m excited to be part of a team that’s dedicated to developing personalized plans that are all about the individual client’s specific needs, risk profile and financial goals. It’s all about delivering an outstanding client experience, now and for many years in the future,” said Legan.
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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