After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client.

In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial picture has evolved over the years.

Marilyn discusses:

• Major wealth transfer challenges she faced while inheriting her parents’ estate
  
• How financial planning has contributed to her charitable endeavors
  
• How Centura’s team of professionals helped her overcome the complexity of wealth management
  
• Her best and worst investments — and what she learned from them
  
• And more
  

Resources:

• Centura Wealth Advisory’s Liberated Wealth® Process
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Derek Myron
  
• LinkedIn: Centura Wealth Advisory
  

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.