Cedar Brook Financial Partners Welcomes Jo Ross
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners.
Cleveland, OH, May 03, 2013 --(PR.com)-- Cedar Brook Financial Partners, LLC is pleased to welcome Jo Ross, Executive Assistant, to the Cleveland-based wealth management firm.
Ms. Ross, a legal assistant and business manager with over twenty years of experience, has joined Cedar Brook Financial Partners as a client manager for partner, Josh Melda. Ms. Ross is joining the wealth management firm to provide clients with the concierge level of customer service Cedar Brook is known for. She will be helping clients by managing their day-to-day transactions and making sure that they have the answers they need in a timely manner.
Ms. Ross comes to Cedar Brook from Simon Property Group where she served as a guest services manager. Ms. Ross’ experience also includes years of experience working in the private banking and investing group at KeyCorp. Prior to KeyCorp, Ms. Ross was a legal assistant to attorneys at Cleveland’s most prestigious law firms including Baker & Hostetler, Calfee Halter, and McDonald Hopkins.
“Jo is a wonderful addition to our team. Her strong background in legal and business client services makes her the ideal candidate to deliver concierge level services to our clients. She really understands how important it is to help clients make sense of their complex business and personal financial lives. Her knack for listening to clients and anticipating their needs is invaluable,” said Josh Melda, Cedar Brook partner.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor.
Ms. Ross, a legal assistant and business manager with over twenty years of experience, has joined Cedar Brook Financial Partners as a client manager for partner, Josh Melda. Ms. Ross is joining the wealth management firm to provide clients with the concierge level of customer service Cedar Brook is known for. She will be helping clients by managing their day-to-day transactions and making sure that they have the answers they need in a timely manner.
Ms. Ross comes to Cedar Brook from Simon Property Group where she served as a guest services manager. Ms. Ross’ experience also includes years of experience working in the private banking and investing group at KeyCorp. Prior to KeyCorp, Ms. Ross was a legal assistant to attorneys at Cleveland’s most prestigious law firms including Baker & Hostetler, Calfee Halter, and McDonald Hopkins.
“Jo is a wonderful addition to our team. Her strong background in legal and business client services makes her the ideal candidate to deliver concierge level services to our clients. She really understands how important it is to help clients make sense of their complex business and personal financial lives. Her knack for listening to clients and anticipating their needs is invaluable,” said Josh Melda, Cedar Brook partner.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor.
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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