Messner Reeves LLP Partner Kimberley Cronin was recently featured on the Transition to RIA podcast episode, “What is Messner Reeves?” as part of the podcast’s ongoing Vendor Profile series focused on solution providers powering the registered investment advisory (RIA) model.
In the podcast, host Brad Wales talks with Kimberley about the firm and how she and other attorneys work with advisors in transition. They discussed the timing of when advisors should reach out to an attorney, the value of having the right attorney through the transition process, and how the process works.
“This is a very highly regulated industry,” says Kimberley. “I think it’s very important for advisors to understand that with any move that you make it’s going to be very important to have the right resources around you.”
Click here to watch the podcast.
Based in Denver, Kimberley Cronin is a member of the Corporate Practice Group and serves a national clientele of financial advisors, RIA firms, and broker-dealers in the financial services industry. She focuses on transition assistance, privacy matters, contract negotiation, retention and recruitment loans, FINRA inquiries and enforcement actions, state regulatory agency matters, board certification appeals, arbitration strategy, and overall business growth strategies.
Learn more about Kimberley Cronin.
