Summer 2017 3

Current Events


Paul Cloonan spoke at the annual Expert’s Speak luncheon. Paul is a Senior Vice President and Portfolio Manager of Pioneer Fundamental Growth Fund. He discussed the topic “Does Quality Matter?”

 

 

 

 

 

 


As part of United Way of Lee County allocations Team 1, Scott visited several of the local charities that applied for United Way funds. Scott not only still serves on the board but has also participated on an allocations team for the past 13 years to ensure the gifts to our local United Way are not squandered.

 

 

 

 


Scott White Advisors hosted Devin Trudden, a Florida Gulf Coast University student, for Shadow Day. He learned what comprehensive financial planning is all about.