Denise Menelly on Retirement Shaun talks with Denise Menelly, a veteran of the banking industry, about the process of retirement.
Denise Menelly is a client of Jones Fiduciary Wealth Management and was not compensated for appearing. Her experience may not be representative of other clients' experience.
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fiduciary advisory firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
