Warren Averett, LLC, Certified Public Accountants and Advisors continues to strengthen its Gulf Coast presence by expanding the Daily Money Management Division to the Pensacola office.
Warren Averett’s Daily Money Management services offer assistance with personal financial affairs and provides specialized needs to families of private wealth, high net worth individuals, executives and retired executives. These services include record keeping and oversight assistance with safety of financial data. Dee Dee Ward will be leading the new Gulf Coast Daily Money Management Division.
Ward joined the Firm as a Manager in 2015 and brings over 25 years of banking experience to Warren Averett, primarily in private banking. She offers special expertise in family office services. Ward earned her Bachelor of Science degree at Troy University in Montgomery, AL.
“Our daily money management services provide added security and organization of finances,” said Ward. “We are excited to bring these services to the Gulf Coast and welcome new clients.”
Warren Averett Daily Money Management provides financial clarity, helping individuals and family members maintain a burden-free lifestyle and maintain their financial independence.
About Warren Averett
Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Montgomery, Mobile, Cullman, Anniston and Foley, Alabama; Panama City, Pensacola, Fort Walton Beach, Destin, and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands.