Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone.

CLEVELAND, OH, February 7, 2012 –Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is pleased to announce that Megan Farnsworth, Senior Account Manager of the Firm’s Employee Benefits Division is celebrating her fifth anniversary in the financial services industry. Cedar Brook, one of the region’s largest independent wealth management firms, offers the wide range of customized financial advising services individuals and business owners need to manage their wealth through retirement.
Ms. Farnsworth provides customized, premier service to the Division’s clients and their employees. She’s responsible for developing strategies and presentations to simplify what is often considered to be a complicated part of a company’s business.
“The Employee Benefits Division has experienced year over year, double digit growth since the Firm began. Megan’s devotion to understanding and addressing our clients’ needs with thoughtful, cost-effective employee benefit plans has clearly contributed to our impressive growth,” explained Ben Katz, Partner and Director of Employee Benefits Division.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a 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.

For more information or to schedule an interview, please contact:
Laura Sheridan; (216) 548-6780
[email protected]

TAGS: Research
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