The Phoenix Business Journal recently highlighted two members of the AlphaCore Wealth Advisory team as the firm expands its geographic reach in the Southwest.
Marc Seward, ChFC®, CLU®, Senior Wealth Manager
“Marc has provided comprehensive wealth management expertise and counsel to clients in financial and estate planning, tax planning, investment management, insurance and retirement planning for over 25 years,” writes the publication. “Prior to joining AlphaCore, Marc co-founded Heritage Wealth Management.”
Vince Zupo, CIMA®, Director of Business Development
As part of their “People on the Move” segment, the Phoenix Business Journal describes Zupo’s wide range of experience that encompasses more than two decades and how his expertise will help clients build and protect their wealth.