Havre Daily News - News you can use

D.A. Davidson's Lineweaver earns designation

 

September 21, 2017

Curt Lineweaver, associate financial advisor with D.A. Davidson & Co., recently completed the course work required to earn a Certified Wealth Strategist® designation. The program is designed to help him exceed client expectations regarding wealth management advice and solutions.

Lineweaver joined D.A. Davidson in September 2016 and works out of the Havre branch. He holds bachelor's degrees in business finance and accounting from Carroll College.

The CWS® designation is provided to financial professionals who have demonstrated an advanced understanding of wealth management. Obtaining the designation provides financial services professionals with the technical knowledge and critical client communication skills to work effectively for clients with more complex wealth issues. It is offered by the Cannon Financial Institute, a leading continuing education company in the securities industry.

 

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