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McPhersonSentinel - McPherson, KS
  • O’Connor-Munsey earns financial planner certification

  • Denise O’Connor-Munsey, a financial advisor with Holman, Snell and Munsey, a private wealth advisory practice of Ameriprise Financial Services Inc. in McPherson, recently obtained the Certified Financial Planner certification.
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  • Denise O’Connor-Munsey, a financial advisor with Holman, Snell and Munsey, a private wealth advisory practice of Ameriprise Financial Services Inc. in McPherson, recently obtained the Certified Financial Planner certification.
    O’Connor-Munsey successfully completed the rigorous requirements that include course work and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.
    Individuals with this  certification agree to meet ongoing continuing education requirements and uphold the Code of Ethics and Professional Responsibility developed by the Certified Financial Planning Board of Standards Inc.
    Ameriprise Financial has more Certified Financial Planner professionals than any other firm.
    As a financial advisor, O’Connor-Munsey provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with her clients. For more information, contact Denise O’Connor-Munsey at 620-241-8055.
    Holman, Snell & Munsey, a private wealth advisory practice of Ameriprise Financial Services Inc., is at 100 S. Main St.
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