This on-demand webinar dives into everything to know about company stock. From covering the role of company stock in your business, to learning how to diversify your portfolio, Daniel Lee covers it all.
Derek Jess, CFP®, Senior Wealth Manager
Derek Jess is a Senior Welath Manager with Plancorp and specializes in helping our clients with high income and complex needs that arise in all stages of life. He has also developed specializations in financial planning for college-bound families and employees with equity-based and deferred compensation plans.