Financial advisor Colleen Newton of Edward Jones receives Certified Exit Planning Advisor庐 designation

Colleen Newton. Courtesy photo.
by Sara Swanson
Financial advisor Colleen Newton of the financial services firm Edward Jones in Manchester has received the Certified Exit Planning Advisor庐, or CEPA庐, designation through the Exit Planning Institute(TM). This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies, and aligning them to personal goals.
鈥淏usiness owners have a unique set of needs and opportunities, and I believe it important to tailor my advice and guidance to each of them individually,鈥 Newton said. 鈥淭his course of study has provided me a more in-depth understanding of successful exit planning.鈥
Colleen and聽聽branch office administrators Tammy James and Mackenzie James can be reached at 734-786-8277. You may also visit Newton website at .
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