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Our 2017 Year in Review
We are excited to share our highlights from 2017! We look forward to continuing to serve you in 2018.
This November, Chartwell professionals participated in Movember, the annual month-long moustache event put on by the Movember Foundation to raise awareness of some of the most significant health issues faced by men. Together, we raised over $4,000 to help men live happier, healthier, longer lives. We also grew some pretty fun facial hair.
Employee Ownership Month 2017
October is Employee Ownership Month, a time to reflect on the tremendous importance and benefits of employee ownership for both individuals and their companies.
The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show
Join Chartwell for The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show, November 9-10! Listen to our experts speak on current ESOP topics and visit our booth!
16th Annual M&A Advisor Award Finalists Announced
Chartwell is pleased to share that two of our recent completed transactions have been selected by The M&A Advisor as finalists in the 16th Annual M&A Advisor Awards.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.