Patty Stanford, Wealth Management Assistant at CNC Financial Group, LLC housed inside the accounting firm of Cordell, Neher & Company, PLLC., is the recipient of 1st Global’s Impact Award at 1st Global’s 2014 National Conference in Nashville, TN. Patty is one of six peoPatty_profileple to receive the award.
The Impact Award recognizes Wealth Management Assistants who have taken a greater leadership role in their firms that directly resulted in the acquisition of new wealth management clients.
Patty has been with the firm since 2011. She has spent over seven years in the financial services industry. She holds her Series 7 Securities License, Series 66 Securities License, and Life Insurance License and focuses on employer-sponsored retirement plans, financial plan development, and client relationship management and follow-up.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.