Last week we attended the 2014 Synergy Conference in Orlando - TopicsExpress



          

Last week we attended the 2014 Synergy Conference in Orlando hosted by TradePMR. VERY excited about the cutting-edge enhancements to trading tools and advancements in other applications we use to serve clients! Also had a chance to connect with the partners who provide municipal bond supply for clients seeking tax-free income from their portfolios. We have many clients in South Carolina. Smaller states have limited municipal bond supply, but our partners work hard finding good issues that fit my strict criteria. A great week, but unfortunately no time to hang out with Mickey Mouse...
Posted on: Fri, 16 May 2014 14:53:02 +0000

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