Greensboro, NC, April 8, 2014 – Greg Carrick, Planning Associate and Investment Advisor Representative at DMJ Wealth Advisors, LLC* in Greensboro, NC has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ in accordance with CFP Board certification and renewal requirements.
Greg Carrick joined DMJ Wealth Advisors in 2010 and works closely with the DMJ Wealth Advisors team and partners providing planning support related to cash flow, retirement analysis, and estate planning. He attended Appalachian State University and graduated from UNC-Greensboro with a B.S. in Business Administration concentrating in Finance.
About the CFP®
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About DMJ Wealth Advisors, LLC
Greensboro-based DMJ Wealth Advisors, LLC is affiliated with Davenport, Marvin, Joyce & Co., LLP, a mid-sized accounting firm that has been serving clients for over 60 years. DMJ Wealth Advisors, LLC is one of the fastest growing wealth advisory firms in the Triad providing comprehensive financial planning and investment guidance for successful businesses and families. For more information about DMJ Wealth Advisors, LLC, visit www.dmjwa.com.
* Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. DMJ and DMJ Wealth Advisors, LLC are independent of ProEquities, Inc.
SOURCE: Davenport, Marvin, Joyce & Co., LLP (DMJ)