Financial advisor Colleen Newton of Edward Jones receives Certified Exit Planning Advisor® designation

Colleen Newton. Courtesy photo.

by Sara Swanson

Financial advisor Colleen Newton of the financial services firm Edward Jones in Manchester has received the Certified Exit Planning Advisor®, or CEPA®, designation through the Exit Planning Institute(TM). This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies, and aligning them to personal goals.

“Business owners have a unique set of needs and opportunities, and I believe it’s important to tailor my advice and guidance to each of them individually,” Newton said. “This course of study has provided me a more in-depth understanding of successful exit planning.”

Colleen and  branch office administrators Tammy James and Mackenzie James can be reached at 734-786-8277. You may also visit Newton’s website at www.edwardjones.com.

by Sara Swanson

Sara Swanson is an editor, writer and a founder of the Manchester Mirror.