In this week’s blog, we are here to share some exciting news that underscores InVestra’s commitment to elevating people’s financial well-being! We have expanded with the opening of a new branch, strategically located in Columbia, South Carolina.
As we “branch out” and embark on this exciting journey of expansion, we want to emphasize our unwavering commitment to providing exceptional financial services to our clients and their families. The decision to establish a presence in the vibrant community of Columbia, South Carolina, stems from the growing demand for comprehensive Wealth Management services in the Carolina region, and our new branch is a testament to our dedication to meeting the evolving needs of families there.
It is with great pleasure as part of this expansion that we introduce to you Stephanie Vokral, CFP®, AIF®, CDFA®, Wealth Advisor, the newest member of the InVestra team! Stephanie leads the South Carolina operations of InVestra and brings a wealth of over 25 years of experience and dedication to the team. She and Erin Eiras, CPFA®, CEPA®, Wealth Advisor & Founder of InVestra, have been peers for the last five years and are excited to launch this next chapter as a team. Stephanie shares Erin’s passion for helping women and their families on their financial journeys, an ethos that aligns seamlessly with our core values. We invite you to click Here to read her biography, offering insights into her extensive vitae.
The Carolina region branch will mirror the excellence in financial planning, generational wealth management, and client-centric services that are foundational to the InVestra model. Whether you’ve been a client of InVestra for twenty-five years, or if you’re just getting started on your journey to financial freedom, we look forward to helping you build a stronger future for you and your family.
As we gear up for the launch events, we extend an invitation to our clients and their networks in the Carolina region. If you know of friends or family residing in the Carolinas who may benefit from our Wealth Management services, we would be honored to have them join us. Please visit our Contact Us page to share their information with our administrative team or email us at AdminSC@InVestra.com. Your support and referrals are invaluable as we continue to grow and serve the financial needs of the community.
Important Disclosures: Securities offered through LPL Financial, Member FINRA/SIPC. InVestra Financial Services is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
LPL Tracking | #520306-1
