Centura Client Experience from Retired Executives Point of View (Ep. 64) - podcast episode cover

Centura Client Experience from Retired Executives Point of View (Ep. 64)

Nov 16, 202230 min
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Episode description

Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018). In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client …

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