Matthew Aversa | Maller Wealth Advisors

aversa-matthew-maller-wealth-advisorsMaller Wealth Advisors, a full-service financial planning and investment management company, promoted Matthew Aversa to director of planning and client services.

Aversa will coordinate client communication and direct one of the company’s three service teams in the planning and implementation of financial services to meet client needs.

Previously, Aversa was a senior planning analyst for MWA, where he prepared account reviews and analyses for client review meetings. He also prepared investment portfolios and selected investment managers for clients.

Information in Movers and Shakers is provided by the submitter. To submit a Movers and Shakers item, visit https://thedailyrecord.com/movers/.

To purchase a reprint of this article, contact reprints@thedailyrecord.com.

Leave a Reply

Your email address will not be published. Required fields are marked *