by Steve Sipult | Feb 28, 2023
× × P&G Retirement Overview Webinar Brad Morgan, senior wealth advisor at Mariner, and Nate Kunkel, wealth advisor at Mariner, host a webinar for Procter & Gamble employees regarding their...
by Steve Sipult | Feb 27, 2023
× × Subscribe to the P&G Scope E-Newsletter Stay up-to-date on the latest P&G retirement information. Subscribe Name * Name Name Name Phone * Email * If you are human, leave this field blank....
by P&G Retirement | Feb 23, 2023
× Brad Morgan, CFP® Director & Senior Wealth Advisor Email Brad 513-618-3063 Brad Morgan, CFP® × Designations and Licenses Brad is a CERTIFIED FINANCIAL PLANNER™ professional. Experience and Education Brad provides financial planning and investment...
by mcdonaldsmwa | Jul 28, 2022
× Timothy Gerard Senior Wealth Consultant Email Timothy 513-569-2952 × Experience and Education After a rewarding 28-year career at Procter & Gamble, Tim retired to pursue his passion—helping the P&G community find solutions to their investment and...
by mcdonaldsmwa | Jun 23, 2022
× Patrick Richter, CFP® Director & Senior Wealth Advisor 513-618-3033 Email Patrick FORBES BEST-IN-STATE × Designations and Licenses Patrick is a CERTIFIED FINANCIAL PLANNER™ professional. Experience and Education With more than 15 years of investment and...
