Find Out In Today’s Podcast:
- 3 tips on how to invest
- Who Eileen’s famous Aunt is
- Learn why money is neutral
- 5 things every woman should know about their wealth
Listen to full episode:
Eileen Ward is a trusted advisor to her clients, typically individuals and families in the business community, who are creating multi-generational wealth for the first time through the scale or sale of their business. AB|Bernstein is a global boutique dually headquartered in New York & Nashville with offices in 51 cities around the world. As a fiduciary to their clients AB|Bernstein focuses solely on research and investment management so as to remain unconflicted in their advice, while maintaining a deep network of outside professionals who work collaboratively to ensure optimal outcomes for clients. Her focus is intimately understanding her clients’ unique personal values, preconceptions and goals to help them plan and invest accordingly to achieve their objectives for their families and communities, over the near and long term, in the most tax efficient way possible.
All of Eileen’s planning services are complementary and no obligation. She values relationships with like minded, hard working individuals who are interested in exploring a long term partnership and synergies. She is also willing to extend her access to her professional network, in particular in the M&A space. We truly want our clients to feel understood, comfortable & clear on their options, and empowered to make decisions in their best interest. We hope that if we can achieve these things, they will see even deeper value in working with us beyond the investment management and advice we provide.
Featured on the show:
- Eileen Ward of A/B Bernstein on LinkedIn
- Eileen Ward on Instagram
- Check out Eileen’s Aunt Trudi
- “You Are A Badass” book- Jen Scincero (I am NOT affiliated with Jen Scincero I just love her books!)
- Follow Nicole on LinkedIn
- Join my Master Your Mind To Change Your Body online coaching program here and cross
lose weightoff your list for good!
Watch the full show:
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