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DTP Long Beach, CA (IN PERSON)

About this event

Welcome to DTP: Long Beach, CA
PLEASE NOTE: THIS MEETING IS IN PERSON




Welcome to the Divorce Transition Professionals (DTP)

DTP was founded in 2017. Our primary Mission Statement that still holds true today is: 

Making Divorce Just a Little Bit Easier™

We believe that this can be accomplished by bringing together amazing professionals all of whom have expertise in the divorce landscape and all of whom understand what it means to collaborate.

 At each chapter meeting we bring you a top-notch speaker or program, providing on-going education, and an opportunity to network and collaborate with some of the best divorce professionals in your community. Our meetings are typically an hour. We respect that you are a busy professional and are sure to provide a compelling, productive meeting, the ultimate results of which will meet our goal of supporting folks as they go through divorce and in growing your business, concurrently.

This event is completely free to all FIRST-TIME attendees. It is an opportunity to learn more about the Divorce Transition Professionals. If you are a professional with divorce expertise, please check us out.

There is nothing like DTP!
 



This Month's Program







DTP Long Beach, CA Chapter Leader

Photo of Maddie Merrill - Morgan Stanley
Maddie Merrill
Morgan Stanley

Phone: (562) 901-4388
eMail
madelynn.merrill@morganstanley.com

Maddie is a Financial Advisor who joined The Maize Group in 2020. After studying finance and economics at The University of Southern California, she started her career working as a Municipal Bond Analyst at Guggenheim Partners. While at Guggenheim Partners, she realized how much she missed connecting and helping others. Exploring other career options, she realized that advising was the perfect blend of her top two interests: capital markets and helping people.

Maddie’s approach to advising is based on who her clients are as individuals. Her investment recommendations are never the same from client to client because no two clients have the same set of financial circumstances. She finds joy in educating her clients and helping to find suitable solutions that fit their unique needs and wants. In Maddie’s mind, the guide to any client relationship is their financial plan. While many plans change over time, she prides herself on having timely communication with clients to ensure they always know she is looking after their assets so they can spend time living the life they love.

Maddie is an active member of her Alumni network and volunteers as a mentor at the USC Dornsife School of Economics. She also enjoys community involvement and is currently on the Board of Directors for the Seal Beach Chamber of Commerce. Before her career in finance, Maddie had a 15-year long career in athletics including earning a swimming scholarship to USC and qualifying for the 2016 United States Olympic Trials of Swimming in three events. In her spare time, she enjoys working out, reading, international travel, and considers herself a “foodie”. She lives in Seal Beach with her husband and black Labrador Retriever.



DTP President & Founder


Neil Palache
The Wealth Creator Company For Women

Phone: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.

Date and Time

Tuesday, January 14, 2025, 2:30 PM until 3:30 PM

Location

The Morgan Stanley Offices of
Madelynn Merrill
https://advisor.morganstanley.com/long-beach-branch
3840 Kilroy Airport Way, Suite 400
Long Beach, CA  90806
USA
(562) 901-4300

Event Contact(s)

Madelynn Merrill: DTP - Chapter Leader
5629014388 (p)
5622578763 (c)

Category

Chapter Meetings

Registration Info

Registration is required