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Creekside Financial Advisors Expands: Experienced Client Service Manager Joins Firm

Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager.

 
PRLog - Dec. 21, 2012 - CLEVELAND -- Cleveland-based Creekside Financial Advisors, LLC (www.creeksidefa.com (http://www.creeksidefa.com)) is excited to announce that Jeanne Cowart joined the financial services firm as a client manager supporting Alan Yanowitz, JD, a Creekside financial advisor. Ms. Cowart’s strong analytical skills combined with her deep client service experience makes her the ideal candidate to work with clients on a day to day basis and provide them with the data and information they want, in a manner that suits their particular needs.

Ms. Cowart comes to Creekside after serving in client management roles at Edward Jones and AmTrust Bank. At Edward Jones, Ms. Cowart was responsible for managing the operations of the office and, most importantly, delivering a consistently exceptional client experience.  She wore many hats and was the first line of contact for the entire firm’s clients.

“It’s great to welcome Jeanne to Creekside. She’s a talented and driven professional who brings a wealth of relationship management experience to our client service team. Her contributions will help support our growth while enhancing the service we provide to our clients,” said Alan Yanowitz.  “Jeanne’s eager to enhance her skills to help our financial advisors develop strategies for our clients that enable them to meet their current needs and plan for their long-term objectives,” continued Mr. Yanowitz.

About Creekside Financial Advisors, LLC

Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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Location:Cleveland - Ohio - United States
Industry:Finance, Investment
Tags:financial planning, wealth management, financial planner, cleveland financial planner
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