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Sena Weller Rohs Williams is a reputable financial planner located in Cincinnati, OH. With a focus on personalized financial strategies, she helps clients navigate their financial journeys with confidence. Her expertise encompasses investment planning, retirement strategies, and wealth management, ensuring clients achieve their financial goals. Generated from this place's information

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.

Formidable Asset Management is a Cincinnati-based financial firm that offers sophisticated investment and financial growth strategies tailored to individual clients. With a dedicated team of portfolio managers and client service associates, supported by an investment committee, research function, and expert network, they provide active and multidisciplinary services that go beyond portfolio construction to address trust and estate issues, tax strategy, insurance planning, and business transactions. Their approach to asset management is active and adaptable, employing a disciplined process to build client portfolios based on their own rigorous analysis. With over 100 years of collective experience, their team combines time-tested discipline with evolving tools to help clients achieve their financial goals at every life stage. Additionally, their hedge fund employs a multi-strategy approach to seek strong absolute returns, exploiting market inefficiencies and aiming to deliver uncorrelated returns to broad equity and fixed income markets.Generated from the website