Monthly Archives: January 2013

| In the Media

CNBC Tomorrow In :30

What to expect in tomorrow’s trading session, with Cliff Davis, BNP Paribas; Robert Luna, Surevest Capital Management; and Laif Meidell, American Wealth Management.

| In the Media

Money Magazine, “How to Reorganize Your Finances..”

Jeremy Kisner, President of Surevest is the featured advisor in Money Magazine’s Money Makeover column. Jeremy advises 46 year old Lisa Bowman, a Retail Manager how to reorganize her finances after losing her husband to illness and relocating from New York to Arkansas.

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