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Retirement Plan Educator Shannon Barry Joins Cedar Brook Financial Partners

Shannon Barry, a retirement plan educator, has joined one of the region's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager.

 
PRLog - Nov. 4, 2011 - CLEVELAND -- Cedar Brook Financial Partners LLC   (www.cedarbrookfinancial.com) is pleased to announce that Shannon Barry has joined the firm as a client manager of the Retirement Plans Division.  Prior to her new role at Cedar Brook, Ms. Barry served as a senior manager at Oswald Financial, Inc. At Oswald, Ms. Barry was responsible for researching, developing, and conducting educational programs for clients on retirement planning. Ms. Barry also played an instrumental role in providing the firm’s clients with analyses of investment funds and retirement tools.

“Shannon comes to us with tremendous experience developing client-friendly, retirement plan  educational programs. Her dedication to helping clients understand their retirement plans aligns beautifully with our culture. We’re thrilled she joined our team,” said Richard Anderson, partner, director of Cedar Brook’s retirement plans division.
“Cedar Brook’s teamwork approach, industry expertise, and dedication to their clients is what excited me about this opportunity. I’m looking forward to getting to know our team’s clients and help them navigate through the retirement planning process,” explained Ms. Barry.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s fifty-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 as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. Representatives offer securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.

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Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.

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Source:Laura Sheridan
City/Town:Cleveland - Ohio - United States
Industry:Business, Medical, Manufacturing
Tags:Cleveland financial planners, wealth management firm, financial advisors
Shortcut:prlog.org/11716223
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