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| Home : Ultra private financial services firm, The Monteverde Group, taps local talent |
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May 19
2016 |
Ultra private financial services firm, The Monteverde Group, taps local talent |
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Pittsburgh's, The Monteverde Group, chooses Adri Bleier as Vice President of Financial Planning. |
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Adri J. Bleier, joined the Monteverde Group, LLC. as a Vice President of Financial Planning to compliment the Wealth Management division, as well as service both individual and corporate clients in Wealth Transfer, Estate Planning and Retirement Planning strategies. Adri's experience in the insurance and financial services industry enables him to provide customized insurance and risk management solution for a wide range of businesses, organizations and individuals. He is responsible for the analysis, design, marketing and servicing of these strategies for The Monteverde Group's ultra private personal and commercial clients.
Adri Bleier commented, saying, "working with The Monteverde Group gives me access to a phenomenal group of people with expertise different from my own. The personalized attention to their clients is what distances this firm from the pack. I've met with many firms in my time, and The Monteverde Group provides something that is very rare. I am honored to be part of this amazing team."
Adri is a managing member at Bleier Insurance Group, which concentrates on fiduciary suitability insurance for ERISA pension plans. Prior to joining the Monteverde Group, he was the former owner of Bleier Capital, a private financial services firm. As a means of educating the public Adri has hosted several financial talk shows on ESPN and other prominent stations.
The Monteverde Group
401 Liberty Avenue, Suite 3200 Pittsburgh, PA 15222
412-391-0338
Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Insurance offered through The Monteverde Group, LLC and is not affiliated with Royal Alliance. |
| Source:http://www.1888pressrelease.com/ultra-private-financial-services-firm-the-monteverde-group-pr-589832.html |
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