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Tag Archives: financial services

A nice tax surprise for April

Anytime I write about financial products that are also offered through my practice, I run the risk with this column of taking what some may view as unfair advantage of promoting products I also happen to write. While I think my many years of writing a financial column has dispelled this notion, I am sensitive to this criticism and do ...

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Looking for a bright future for people of Mississippi

From Will Loftin’s perspective as senior vice president and consumer banking executive for Regions Bank, the future looks bright for Mississippi. Loftin is responsible for consumer banking operations in the central and southern parts of Mississippi, representing 80 branches and more than 600 employees. Statewide, Regions has more than 146 branches and over 1,600 employees. In a recent meeting at ...

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Three join new office

Arthur Finkelberg CFA, CFP; Al Green, CFP, and Butch McKenzie recently joined the newly opened office of Raymond James. Finkelberg and McKenzie both came to Raymond James from Wells Fargo Advisors. Green joined from UBS. Finkelberg joined Raymond James as senior vice president, investments and has 29 years of experience as a financial advisor. He attended school at the State ...

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Farese opens another office

RIDGELAND — The Farese Group recently expanded its footprint by opening a new branch in Little Rock, Ark. The expansion will allow the Farese Group to better serve clients in Arkansas and to provide retirement planning services to more employees and retirees in the telecommunications and utilities industries. “The expansion into Arkansas has allowed us to assist new clients in ...

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