Centura Client Experience from Retired Executives Point of View (Ep. 60)
Aug 31, 2022•34 min
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Episode description
Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors. In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey …
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