The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)
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After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client.
In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial picture has evolved over the years.
Marilyn discusses:
- Major wealth transfer challenges she faced while inheriting her parents’ estate
- How financial planning has contributed to her charitable endeavors
- How Centura’s team of professionals helped her overcome the complexity of wealth management
- Her best and worst investments — and what she learned from them
- And more
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The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.