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Dan King Leaves South Valley Wealth Management

South Valley Wealth Management would like to take the opportunity to thank you for placing your trust with us.  Your relationship is important to us and we hope to continue to serve you for many years to come.

 

It is with great regret that our current financial consultant, Dan King, is no longer a representative of our firm.  For nearly seven years Dan was a part of the South Valley family, and we wish him luck in his future endeavors.

 

Dan writes:

I am writing to inform you that effective November 20, 2007, I will no longer be affiliated with South Valley Wealth Management.  I have enjoyed my time at South Valley and I will greatly miss the friendships I have cultivated here.  I will especially miss my customers but I leave the business with a clear conscience knowing that your investment needs will be well served by the person who will be handling your account.

 

Upon my departure, Marty Ledgerwood will be assigned to your account.  Marty is currently a Vice President with South Valley Wealth Management and he is also a Certified Financial Plannerâ.  Marty has ten years experience in the wealth management profession and he is well versed in all aspects of the business.  Marty is looking forward to meeting with you personally and helping you meet your financial objectives.

 

Again, thank you for allowing me to be a part of your financial life for the past several years.  I will miss working with you but I look forward to new work related opportunities in my life. 







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