News

Market Expert Sonders Speaks to Wealth Management Clients

Sep 16, 2016

(Charlotte, N.C.) — Liz Ann Sonders, senior vice president and chief investment strategist for Charles Schwab, provided a strategic market update to GreerWalker Wealth Management clients and prospects on September 14.

The invitation-only event was held in GreerWalker’s uptown Charlotte office.

Jim Reichard, CPA, PFS and partner-in-charge of GreerWalker Wealth Management, the investment affiliate of GreerWalker LLP, hosted the event. Schwab Advisor Services provides trading, custody, technology, practice management and other support services to GreerWalker Wealth Management, which is an independent, registered investment advisor.

Sonders, who is also a member of the Investment Committee with Windhaven Investment Management, Inc., is highly sought for her market analysis. “I’m always more intrigued with the story no one is telling than the story everyone is telling,” she says.

Reichard says: “As a highly accomplished investment strategist, Liz Ann’s comments cut through the clutter of the flood of financial reporting to the macro trends that matter most. Her insights about U.S. markets and the expected impacts of this election year made it clear why she is so frequently covered in major financial media.”

“Though GreerWalker Wealth Management clients typically accumulate wealth via disciplined allocation strategies, they are always interested in insights from seasoned experts.”

Wealth Management Group with LizAnn Sonders

Geoff Owen, Senior Wealth Manager, GreerWalker; Donna Rasile, Senior Wealth Manager, GreerWalker; James Reichard, Partner, GreerWalker; Liz Ann Sonder, Senior Vice President and Chief Investment Strategist, Charles Schwab; Joe Pellizzari, Managing Director, Charles Schwab, Southern Region; Monica Hamilton, Director of Financial Planning, GreerWalker

GreerWalker Wealth Management

Founded in 1997, GreerWalker Wealth Management provides a comprehensive range of financial services to help high net worth clients attain their financial success and delivers a high level of personalized service. GreerWalker Wealth Management is a fee-only independent Registered Investment Advisor. For more information about the firm, call 704-353-8271 or visit greerwalker.com.

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