Marketing Case Study
Profile
Team transitioning from Merrill Lynch that focuses on long-standing relationships and tradition.
Speciality
Providing a highly specialized and structured financial plan for retirees and professionals.
Audience
Retirees, professionals, business owners, individuals and families, more specifically UPS and Norton Healthcare employees.
Strategy
Use the themes of “tradition” and “long-standing relationships” to express their commitment to disciplined action with a deliberate approach.
Web Design
Identity, Print
Brochure
