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KATHRYN BROY JOINS TROVENA
KATHRYN BROY JOINS TROVENA
Young, verbal whiz Kathryn Broy joins Trovena, a wealth management firm, where she will apprentice for 3 years to qualify for the exclusive CERTIFIED FINANCIAL PLANNER ® designation.
FOR IMMEDIATE RELEASE
(Free-Press-Release.com) December 28, 2011 --
December 19, 2011 – (Lincoln Park, NJ) Trovena announced today that Kathryn Broy has joined the New Jersey team as a Financial Planning Associate. She will apprentice with Debra L. Morrison, CFP® MS AEP, who heads up the East Coast Division of Trovena, a national wealth management firm.
“We’re enormously pleased to welcome Kathryn,” said Debra L. Morrison. “Her training and experience is a perfect fit for us. With Kathryn on the team, we can deepen our already detailed wealth management services. We are known for our intricate client service; Kathryn’s warm personality and quick mind enable us to cover all of our bases with even greater speed and precision.”
Prior to joining Trovena, Ms. Broy was Assistant Editor for The Directors Letter, a bi-weekly newsletter for Boards of Directors, where her perfect SAT Verbal score frequently came in handy! Broy is a Candidate for CFP® Board certification. She passed the rigorous CFP® exam in November of 2010, after earning a Certificate in Financial Planning from Boston University. No ordinary finance bot, Kathryn can read Ancient Greek, most Latin, modern French and everything by Aldous Huxley. While Kathryn joins the rest of her generation hoping to make a difference in people’s lives, she unabashedly admits the celebrity she’d most like to have coffee with is Ozzie Ozbourne. This Ohio native is in active volunteer: with the Pro Bono Committee of the Financial Planning Association of NY. She is also a member of Phi Beta Kappa, FPANY, NAPFA, and NAPFA Genesis, a networking group for planners 33 and younger.
debra l. morrison kathryn broy New positions NJ financial planner NJ Women in Business personal finance management wealth management women and money
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