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The Financial Advisor’s Role in the M&A Process

Mike McNamee and Dafna Gold with the Dedicated Wealth Partners of Raymond James

The Financial Advisor’s Role in the M&A Process with Mike McNamee and Dafna Gold of Dedicated Wealth Partners of Raymond James with Host, Joshua Carnes of Lion Business Advisors.

Resources:

Expert Guests: Michael McNamee, CFP®, CEPA® on LinkedIn and Dafna Gold AAMS™, CEPA on LinkedIn

Website: Dedicated Wealth Partners of Raymond James

Host: Joshua Carnes on LinkedIn | Joshua Carnes on X

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