The Executive Wealth Management team is committed to continuous improvement and continuing education as we seek to elevate every client’s investment experience.
Accreditations* Among EWM Team Members
- CFP® - Certified Financial Planner®
- ChFC® - Chartered Financial Consultant®
- CLU® - Chartered Life Underwriter®
- AAMS®- Accredited Asset Management Specialist®
- IACCP® - Investment Advisor Certified Compliance Professional®
- CIMA® - Certified Investment Management Analyst®
- CPWA® - Certified Private Wealth Advisor®
- Registered Representative Broker-Dealer, Private Client Services
- Michigan Insurance Licensed for Life, Health, & Variable Annuity
When you talk with financial advisors on the Executive Wealth Management team, you’ll find professionals who are serious about the work they do. Continuous learning and a desire to always be improving is evidenced in the qualifications found among our team of professionals.
* “Individuals holding specific industry accreditations or licenses are noted in their titles on EWM’s “Our Team” pages. Not all employees of EWM hold additional accreditation, and accreditation not related to the Financial Services Industry is not indicated here. Definitions and requirements for each accreditation is indicated in its corresponding link.”