Sensitivity, Simplicity Give Firm a Unique Feel
Many advisors consider increasing and preserving wealth their primary purpose. After all, it’s what they know and do best. Danielle Blunt, CFP®, veteran financial advisor and president of Blunt Wealth Services, helps her clients manage wealth. But her commitment doesn’t end there. She’s equally focused on helping people take charge of their lives, especially at their most vulnerable, by achieving financial order.
‘Natural Affinity’ for Clients Helps Forge Long-Term Relationships
Margaret L. Baldwin may be affiliated with one the world’s largest financial services companies, but she has a natural affinity for small-business owners. “I grew up in a family business,” she explains, “so I understand what drives entrepreneurs to succeed. I know what keeps them up at night.”
It’s knowledge that serves Baldwin well in her current role. As a Chartered Retirement Planning Counselor (CRPC®) – and senior vice president-wealth management of the Baldwin Naples Wealth Management Group at UBS – she works with many small-business owners, helping them establish and maintain 401(k)s and other types of retirement plans for their employees, among other things. “Our small-business clients call us with all sorts of problems and concerns, and we’re happy to help them whenever we can,” she says.