David DeVita

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    Cash Management Strategies for High-Net-Worth Individuals

    Learn how high-net-worth individuals can approach cash management...

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    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits
    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®, CEPA, shares how to approach a...

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