Press Release: Genesis Wealth Advisors Welcomes Partner & Financial Advisor Lynn Smeraldo to Our Team
For Immediate Release
October 10, 2016
“Genesis Wealth Advisors Welcomes
Partner & Financial Advisor Lynn Smeraldo to Our Team”
Mt. Laurel, NJ-On October 3, 2016, Lynn Smeraldo, Partner & Financial Advisor, will be merging her Florida based practice with the wealth management team at Genesis Wealth Advisor Group, LLC, who maintains an office located in Mount Laurel, New Jersey. This is exciting news for all of our clients collectively, as now we will have local offices in both New Jersey and Florida allowing for expanded financial advice services in both states. Whether you are just starting out in life, preparing for retirement, or are focused on transitioning wealth to future generations of family or charities of choice, Genesis Wealth Advisor Group has more ways to help than ever before.
Lynn brings over 25 years of experience in financial services, as well as estate planning and municipal bond portfolio management niches to Genesis Wealth Advisor Group. Lynn Smeraldo and Scott Jones, Founder & Financial Advisor of Genesis Wealth Advisor Group have collaborated on projects for several years, making the merger a perfect fit, allowing for additional services within the financial planning based practice. Lynn will be maintaining her current office serving primarily the Tampa Bay area in downtown Dunedin, Florida at 450 Grant Street. Lynn Smeraldo can be reached directly at her new Genesis email address: [email protected] effective October 3rd.
Genesis Wealth Advisor Group, LLC is registered to provide services in nineteen states, including, New Jersey, Pennsylvania, Delaware, Virginia, and Florida. The financial advisors of Genesis Wealth Advisor Group, as independent advisors, are registered representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
For additional information, a complimentary Wealth Management Consultation, or to inquire about a keynote speaker for an upcoming event, call our New Jersey office at 856.283.3959 or Florida office at 727.410.1369 or 727.738.4015. You can also reach the advisors at Genesis Wealth Advisor Group by emailing us at [email protected]
“Life is made up of special moments…Genesis Wealth Advisor Group helps you maximize each one.”
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