Meet Attorney Stephanie Downer, Esq. in our Wealth Strategies Department

Posted by & filed under Team Members.

Stephanie Downer has been a part of Strazzeri-Mancini for over seven years. She started out as an intern and after law school joined as the managing attorney of the Wealth Strategies Department

She loves working with the partners, advisors and clients. Her main focus is on “partnering with the client,” and being the person they “they can relate to but also understand what is really important, what keeps them up and night and how to help their family.”


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Joe Strazzeri speaks at National event in Chicago, Team Training Teleconference: July Review

Posted by & filed under Education.

The partners at Strazzeri Mancini, LLP spent some time in June and July focusing on their families during vacation.  Upon return from their family vacations, the partners continued in step with their educational and teaching engagements this month. 

Below is a listing of highlights for the month: 

July 9:  Joe Strazzeri and Stephen Mancini hold Laureate Wealth Strategies 2nd Team Training Tele-Conference

July 11:  Joe Strazzeri speaks in Chicago, IL for (AMAA) Alliance of Merger & Acquisition Advisors

July 12:  Joe Strazzeri speaks in Chicago, IL for (AMAA) Alliance of Merger & Acquisition Advisors

July 17:  Joe Strazzeri presenting at San Diego Wealth Management Group

July 19:  Joe and Steve teach at Southern California Institute "Thursday Insights" an Integrated Wealth Strategies session

 


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For more information on the LCW visit: http://laureatecenter.com

For more information on the AMAA summer conference visit: http://www.amaaonline.com/node/10581

For more information on SCI and Thursday Insights:  http://scinstitute.org/lawyer/Thursday-Insights_cp2117.htm More