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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.
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’
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.