We are pleased to announce that Meloney Celes has joined the 4thGEN Wealth Management team at our Lodi office in Northern California wine country. Meloney brings a wealth of administrative expertise in the financial services and mortgage origination industries. She is our next Client Service Associate on our growing team to provide top notch service to our valued clients. She comes to us from a Registered Investment Advisor firm in the East Bay Area. Prior to that, she was a relationship associate on the Private Client Services team of Capital Group (parent of American Funds) in San Francisco.
Meloney has a client-first attitude in everything she does and a bubbly personality that is infectious. When not at work, she enjoys traveling and spending time with her family who live in Tracy, CA. Please give her a call with a warm welcome to 4thGEN Wealth Management, as we are excited to have her join us.
LODI, CA - (Lodi News Sentinel) 09/11/2021 Reprint- Two decades since narrowly escaping the collapse of the World Trade Center, Lodi resident Corey Daniel starts every day with a personal prayer. “I get up in the morning and just thank the Lord that I am alive, and I’m thankful for every day,” he said. “As a survivor, you know every day is precious, and perspective really does crystallize. It’s all about ‘make the most of today and live for tomorrow.’
Featuring Corey N Daniel, 4thGEN Wealth Management. Aired 9/6/21, on CBS13/CW31 Television, Sacramento
LODI, CA - (CBS13) 09/09/2021 Reprint- Saturday marks 20 years since the September 11th terrorist attacks. Two survivors from Northern California were in the World Trade Center for very different reasons that day, and they both made it out at about the same time. On September 11th, survivors ran. They tried to call their families and get home. Among them are Richard Hannaford from Natomas and Corey Daniel from Lodi. “By the grace of God, my guardian angels were really busy that day,” said Hannaford. “I ran all day. I went on foot back to my hotel,” said Daniel.
LODI, CA - (LODI NEWS SENTINEL) 07/21/2021 Reprint- Levy, Daniel & McGee Wealth Management, a dynamic wealth management firm based in California, is pleased to announce that the company name has changed to 4thGEN Wealth Management, LLC aka 4th Gen Wealth Management. As previously announced to clients, the firm name officially changed on April 13, 2021 as part of the evolution of this growing firm. The new name and logo represent a models based practice that is focused on multigenerational wealth management beyond a family's fourth generation of heirs.
CHARLOTTE, N.C. – 09/14/2018 Reprint – LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Levy, Daniel and McGee Wealth Management, LLC has joined LPL’s broker-dealer and corporate registered investment advisor (RIA) platforms. The firm reported that it served approximately $200 million of client brokerage and advisory assets*. Levy, Daniel and McGee Wealth Management joins LPL from Wells Fargo Financial Network.