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Wealth Management: Client’s Financial Relationship with Their Kids

Keel Point

August 6, 2020

Communication is essential to building the foundations of your clients’ futures. Keel Point’s Family Wealth Director Cam Nunery wrote a piece about the importance of building a financial relationship with your client’s kids for Wealth Management.

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Camden Nunery is Keel Point’s Family Wealth Director and works in Keel Point’s Washington D.C. office. Nunery has a background in both finance and law and previously worked in investment banking in New York City.

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