In careers spanning nearly 30 years, Delynn Dolan Alexander and Reena Bland have built a reputation as one of the nation’s leading wealth management firms. Together they will present "Leading Like Warren and Charlie", one of the featured Big Ideas workshops at NAIFA Performance + Purpose. Their North Carolina-based practice, in partnership with other financial advisors throughout the country, serve over 2,000 clients across the globe, manage more than $200 million in assets and produce more than $3 million in annual revenues.
Come to Delynn and Reena's Big Ideas workshop and learn how they built one of the nations leading wealth management ensembles, a firm that consistently rates in the top 1% among Northwestern Mutual's 8,000 practices nationwide.