Amy Richardson, CFP®, CWS®, MBA speaks to RIABiz

TCI

Jan 3, 2024
TCI IN THE NEWS

TCI’s Director of Advisory Services, Amy Richardson, CFP®, CWS®, MBA, recently spoke to RIABiz about why she joined TCI from Schwab.

This material has been prepared for informational purposes only, and is not intended to provide, or to be relied upon, for investment advice. Please contact your TCI Advisor if there are any changes in your personal/financial situation or investment objectives.

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