Cedar Brook Financial Partners Welcomes Marge Gillota
CLEVELAND, OH, November 2, 2010 – Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com), one of the region’s largest independent wealth management firms, is pleased to announce that Marge Gillota is joining the firm. Gillota will work with Cedar Brook industry veterans to expand the reach of the firm’s financial advisory services for the medical community. Gillota also serves as executive director of the Carmella Rose Women’s Health Foundation. Prior to joining the Carmella Foundation, Gillota worked for the Cleveland Clinic Foundation for forty years where she held the post of medical ombudsman for the last twenty.
“Marge adds tremendous knowledge to our team,” said Howard Slater, Cedar Brook Partner. “With over twenty years in the health care business, she’s an ideal candidate for our practice. Marge’s experience combined with Cedar Brook’s customized and independent approach to financial planning, results in a highly valuable and unique service for medical professionals.”
“I’m thrilled to be part of the Cedar Brook team,” explained Gillota. “I know, firsthand, the complexities related to a physician’s financial world. That’s why I’m excited to assist my colleagues by introducing them to Cedar Brook partners who can skillfully create individualized plans so they may live the life they’ve dreamed of upon retirement.”
About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
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