CENTERVILLE — Cedar Wealth Management, a Walnut Creek, California investment firm has selected Bill Hazel of Springboro to be a director in the firm. Hazel will also be a member of the Investment Committee.
Cedar Wealth is a new company arriving in the Dayton area and will focus on high net worth families, as well as, Institutional and Corporate Retirement funds. With clients throughout the country, Cedar Wealth is looking forward to growing relationships in the Midwest and East Coast. The Cedar Wealth office is located in Centerville at 7810 McEwen Road, Suite F. The company was founded by Neil Jubaili, of Walnut Creek, California.
Neil Jubaili, CFP, CPA, CIMA and principal of the firm, is a highly regarded investment and wealth management professional. Prior to establishing Cedar Wealth Management in 2013, Jubaili spent seven years with Northern Trust Corporation as a Senior VP and Wealth Advisor. Jubaili also worked with Deloitte as a senior manager, private client advisor.
In expressing his enthusiasm on the hiring of Bill Hazel, Neil commented “We feel that Bill will provide us with the knowledge and professionalism that is required to grow relationships with the wealthy families and consultants,” said Jubaili. “We are excited to have Bill join our firm and to expand our services into the Dayton, Ohio area.”
Hazel is a graduate of Capital University, Columbus, Ohio; and graduated from Northmont High School, Clayton, Ohio; a past member of the Sinclair Community College Foundation Investment Board; a member of the CAMO, LLC Company Board of Directors; and is a member and past president of Springboro, Ohio Rotary Club.
Hazel and his wife Tina reside in Springboro. They have two children, Grant and Julia, and both are college students — Grant at Ohio University and Julia at Kent State University.
Reach Cedar Wealth Management at (937) 974-4895.