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November 12, 2022
Happy Veterans Day!
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July 7, 2022
Employee Spotlight: Meet Jared Snider, Partner and Senior Wealth Advisor
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July 1, 2022
Independence Day Greetings from Exencial Wealth Advisors
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March 21, 2022
Employee Spotlight: Meet Jeff Hibbeler, Director of Portfolio Management
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September 20, 2021
Employee Spotlight: Meet Ada Cartright, Tax Director
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September 3, 2021
Happy Labor Day Weekend!
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July 2, 2021
Celebrating Independence Day with Exencial Wealth Advisors
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April 1, 2021
Happy Spring!
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February 4, 2021
Employee Spotlight: Meet David Poudrier, Business Development Officer
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December 16, 2020
Employee Spotlight: Meet Spencer Noble, Trading Team Lead
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November 25, 2020
Happy Thanksgiving 2020!
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September 30, 2020
Employee Spotlight: Meet Pete Trontis, Senior Portfolio Manager
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