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Join the Partners and Staff of BDF for a complimentary informative presentation by David Blount, CFA, CPA – Managing Director of Eagle's Equity Income, Value and All Cap Equity Strategies.

 

David is also Portfolio Co-Manager of the Strategic Income Portfolio.  He has 35 years of investment experience as a portfolio manager and analyst.  Blount joined Eagle in 1993.  He earned a Bachelor of Science in finance from the University of Florida, is a CFA charterholder and certified public accountant.  He has been quoted in the Wall Street Journal, Bloomberg, Reuters and other financial news publications.

 

David will be discussing the Eagle Equity Income Portfolio and providing general thoughts on the current market environment.

 

 

 

IMPORTANT DETAILS

 

When:  Thursday, September 26, 2019, 6 pm to 7 pm (refreshments to begin 5:45)

 

Where:  DuPont Country Club, Rockland Road, Wilmington, DE

 

 

 

 

 

 

 

 

*Buffet dinner to be served – Crab Cakes, Oven Fried Chicken, Mahi Mahi, Tenderloin Tips Pot Pie

 

Please plan to attend now as seating is limited and this event will fill up quickly!  Mark your calendar and call Peggy Sue, Connie, or Cindy in our office by September 20, 2019 to RSVP at 302-999-9330, Toll-Free 888-811-4223 or email ptaylor@bdfwealth.com.

 

PLEASE FEEL FREE TO INVITE OTHER POTENTIAL CLIENTS/INVESTORS, FAMILY, FRIENDS, NEIGHBORS, CO-WORKERS!!!

 

Thank you Eagle Asset Management / Carillon Tower Advisers, Loomis, Sayles & Company, L.P. and Raymond James Asset Management Services for partial event sponsorship.

 

Eagle Asset Management, Inc. (“Eagle”), is a wholly-owned subsidiary of Carillon Tower Advisors, Inc. (“CTA”).  CTA is an SEC registered investment advisor and wholly owned subsidiary of Raymond James Financial, Inc. that shares resources and services with Eagle and other affiliated investment advisers.

 

 

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