Wealth management CEO sees Arizona in 'third inning' as firm crosses $2B milestone (Video)

▤ Summary

The piece focuses on a wealth management firm that has crossed the $2 billion mark and sees Arizona as still early in its growth cycle. It frames the company’s local market presence as being in the “third inning,” suggesting substantial expansion remains ahead. The article does not describe a software product, funding round, acquisition, or leadership change. Its relevance to software readers is limited to the broader fintech and advisory-services context.

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