What Happened?
McLean, -based Centurion-Wealth Promoted Jill Grimes as Chief Compliance Officer and Director of Operations
Date of management change: September 22, 2023
McLean, -based Centurion-Wealth Promoted Jill Grimes as Chief Compliance Officer and Director of Operations
Centurion Wealth is a truly independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients` assets grow in a manner consistent with their unique objectives. Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser. Securities offered through Spire Securities, LLC member FINRA/SIPC.
Jill Grimes is Chief Compliance Officer and Director of Operations at Centurion Wealth. Previously, Jill held various senior legal leadership roles in the industry.
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