“Linda Craig has joined Modern-Wealth, LLC as an Independent Insurance Agent”, announced Jennifer Lee, President. “Linda brings over 25 years of experience in group benefit plans,” said Jennifer. “At Modern-Wealth Linda will concentrate on term and permanent life insurance, disability and long term care insurance, executive benefits: insurance-based retirement plans, deferred compensation and business succession: buy sell and key person solutions. She has a passion about financial education and stability and is committed to helping her clients make informed decisions about their money”.
Modern-Wealth, LLC, founded in 2004 is located in Bradenton, FL. At Modern-Wealth, we advise high net worth women in financial transition, successful professionals and business owners on the transfer of wealth to successive generations. As your independent advisor, we help clarify what’s important to you about your money. We support our clients with disciplined investment management, wealth preservation and risk mitigation strategies. We are committed to an exceptional service experience.
At Modern-Wealth, we provide unbiased and independent advice. Our business model supports our philosophy to build client relationships for a lifetime.
To learn more about Linda Craig, Jennifer Lee and Modern Wealth, LLC please visit our website at www.modern-wealth.com
Jennifer R. Lee is a Registered Representative and an investment advisor representative of and offers securities and investment advisory services through H Beck, Inc. Member FINRA/SIPC, a registered broker-dealer. H. Beck Inc. and Modern-Wealth, LLC are not affiliated.