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Vivienne S
Series 63, Series 65
Coconut Creek, FL
National Wealth Management Group, LLC
Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at National Wealth Management Group since 2015 and has been with LPL Financial since 2008. Outside of advisory roles, Schleu is involved in a family-owned Florida land development business and co-owns a tax preparation and accounting service. National Wealth Management Group offers fee-based investment advisory and financial planning primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and integrates services with accounting through a formal affiliation.
Emilie R
Series 63, Series 66
Coconut Creek, FL
National Wealth Management Group, LLC
Emilie Rowand is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at TIAA-CREF and TIAA for a decade before joining her current firm. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and custodians.
Ronna L
Series 63, Series 66
Coconut Creek, FL
National Wealth Management Group, LLC
Ronna Lao is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her work history includes roles at Alpina Financial Consultants, LPL Financial, Raymond James Financial, Wealth Investment Group, and the Florida Department of Health in Broward County. Outside of advising, she is a one-third owner and manager of a rental property in Boca Raton, Florida. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a variety of portfolio management and consulting services through multiple program platforms.
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