Hello Trove Private Wealth® Family,
As 2025 is coming to its final few months, we are entering the beautiful season of gratitude and giving. With that in mind, we want to express our thankfulness for our newest team member, Matt Mordini, affectionally known to all his Trove teammates as “Mordini”.
As 2025 is coming to its final few months, we are entering the beautiful season of gratitude and giving. With that in mind, we want to express our thankfulness for our newest team member, Matt Mordini, affectionally known to all his Trove teammates as “Mordini”.
Before jumping into a full-time role with us, Mordini served as an intern here at Trove as he simultaneously worked to complete his MBA in Data Analytics from Bryant University. During his internship, Matt was able to learn about Trove, meet many of our clients, and see firsthand how our mission and vision guide our actions. Now that he is officially a member of the team and continues to build his base of knowledge and experience, he has stepped into the role of Planning Associate!
Matt has begun actively supporting our valued clients and our Lead Advisors, so be on the lookout for this talented and kind new face in some of your upcoming meetings. He has already become a dedicated and appreciated team member, and his intellectual curiosity and enthusiasm for the work we do continue to drive him forward to learn more and be even more of an asset to those we serve.
Disclosures:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Trove Private Wealth® is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.