Congratulations to Vernon Eberly on his promotion to Wealth Manager

Please join us in celebrating Vernon’s new role as Wealth Manager. Vernon has served HoyleCohen as Senior Financial Planner in which he oversees the daily functions of the planning department including managing process flow, delivering plans and training associate planners since 2017. He also works directly with Senior Wealth Advisors supporting some of their largest client relationships.

As Wealth Manager, Vernon will now take on additional clients while still managing the Financial Planning team. Vernon is passionate about the industry and enjoys introducing and mentoring new planners.  He is a great asset to the team and our clients here at HoyleCohen.