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Showing 1 - 2 of 2 results for "Patricia Peters"

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... fast making a name for herself under her #mindfulwealthmovement initiatives. Rounding up the elite group were Patricia Peters, director and Certified Financial Planner at Peters McKeown and Susan Rallings, senior vice president at Morgan Stanley Wealth ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... Wealth Planning Partners director Amanda Cassar, MHP Private Wealth adviser Leo Schodel, Peters McKeown director Patricia Peters, Caboodle Financial Services co-founder Peita Diamantidis and Morgan Stanley Wealth Management senior vice president Susan ...
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