Premier Wealth Transfer Group, LLC

Premier Wealth Transfer Group, LLC Premier Wealth Transfer Group, LLC is a dynamic relationship driven financial services planning firm

Cynthia joined MassMutual Carolinas in 2014
when she started as a financial advisor and held
both training and leadership positions. A short
time later, in 2017, she opened her DBA, Premier
Wealth Transfer Group, LLC. In her leadership
role, she manages a team and helps recruit new
entrants and career changers into the profession. She also helps train and develop junior financial
professionals and

client relationship professionals
on how to work with high-net-worth individuals. In addition to helping her teams flourish, Cynthia
specializes in working with dentists and business
owners to help ensure they have a secure financial
future. Giving back to the community is a big
priority for Cynthia who serves on the board for
Charlotte Chapter of the Society of Financial
Services Professionals (SFSP) and participates in
financial education opportunities. Prior to joining MassMutual Carolinas, Cynthia
served as a Wealth Management Advisor at TIAA
and held various positions within that organization. She has received accolades for her commitment
to serving her clients and for being a leader in the
various client facing roles she held there. Involved in the financial services industry
since 1993, Cynthia holds a degree in
Economics from SUNY at Stony Brook. She earned a Master of Business
Administration in Banking and Finance
from Dowling College. In her spare time,
Cynthia enjoys watching movies and being
with family. She and her husband, Andy,
live in Charlotte with their two sons. Disclosure:
https://www.premierwealthtransfergroup.com/licenses


CRN202210-271833 (needs updating)

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As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, staying informed and maintaining a long-term-focused approach to wealth is crucial. While AI can offer many potential advantages, it also presents new challenges and catchy trends that require careful consideration with a trusted financial professional. Let’s work together to navigate the evolving, and often complex, financial landscape.

https://reut.rs/485xG7j

Address

4350 Congress Street Suite 300
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm
Saturday 9am - 12pm

Telephone

+17045579660

Website

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