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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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August 26, 2020
Determining if a Financial Advisor is Right for You
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July 2, 2020
Celebrating Independence Day with Gratitude and Safety
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May 1, 2020
Good News! We’re Acquiring Willingdon Wealth Management
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December 23, 2019
Year-End Greetings and Reflections from Exencial Wealth Advisors
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