Ann Greenberg Helps Clients Write Their Own Story

Press release:

ANN GREENBERG, CFP®, MBA, JOINS MONECO ADVISORS, LLC AS A FINANCIAL ADVISOR

SHE HELPS CLIENTS “WRITE THEIR OWN STORY”

Fairfield, CT – Chris Neubert, President of MONEO Advisors in Fairfield, is pleased to announce that Ann Greenberg, CFP®, MBA has joined MONECO Advisors as a Financial Advisor.

Ann is veteran of the Financial Services Industry. Her depth of experience in Wall Street as a Securities Analyst at a Hedge fund, and then as President of her own Financial Consulting Firm has given her a noteworthy perspective to form the vision for the services she brings to her clients. She helps to create a focused Financial Planning and Investment Advisory service that is tailored towards the client’s unique situation, a process in which the clients can “Write Their Own Story.” As a financial advisors in the Fairfield County area, She continued to hone her expertise while employed by Financial Services leader UBS, attaining Certified Financial Planner® distinction in October of 2011.

Ann Greenberg offers services that Include: Investment Advisory, Comprehensive Financial Planning, Retirement Planning, Divorce and Widow Advising/Planning, Late Stage College Planning.

Ann Greenberg graduated from Rutgers College and received her MBA from New York University Stern School of Business. She completed her financial planning certification at Fairfield University.

“I am very excited to have Ann join the MONECO Advisors team” Neubert says, “she adds another dimension of financial expertise to the firm.” Please accept our invitation for a complimentary consultation.

Sound financial planning advice is more than sound investment advice, wills, trusts, etc.; it is about how financial planning helps you pursue a comfortable and confident standard of living today and over your lifetime. No strategy ensures a profit or protects against loss. We call it “Financial Planning for Life.” We want to help you lead the one life you have the best way you can”.

About MONECO Advisors, LLC

MONECO Advisors is one of Fairfield County’s independent, fee-based financial planning and wealth management firms. LPL Financial serves as their independent broker/dealer supporting the Financial Advisors of MONECO in delivering high quality service to you regarding the oversight and management of your money. MONECO Advisors has been serving clients since 1980.

Financial Advisors are registered with and securities and asset management services offered through LPL Financial. Registered Investment Advisor. Member FINRA/SIPC. MONECO Advisors is a registered investment advisor and separate entity from LPL Financial.

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