Advisory Board Member Profile
Michael Conway
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Diversified Securities, Inc
VP Area of Expertise:
Your Customers - Their Journey, Empathy & Storytelling, To Market - The New Business Plan |
I have built my successful business by fostering trust with my clients through consistent and reliable service and by matching investment products to meet their financial needs. I have presented complex portfolio allocations to individual clients as well as large groups in an understandable and simple manner. My practice has grown through client referrals and by building strategic relationships with CPAs and Estate Attorneys. The past 18 years have presented many challenges for current investors and I have guided them through difficult times in an ever-changing landscape with my problem-solving and communication skills. |