B2B
Open to Relocation
Senior Wealth Advisor
23 years of experience
- testing
- testing
Skills
Estate Planning
Tax Optimization
Client Relationship Management
Portfolio Construction
Risk Assessment
CFP Certification
Series 7
Series 66
Education
- MBA in Finance, Wharton School of BusinessBS in Economics, University of Pennsylvania
Experienced wealth advisor specializing in comprehensive financial planning for high-net-worth individuals and families.
- Managed $150M+ in client assets across 200+ relationships
- Developed and implemented tax-efficient investment strategies
- Led client acquisition initiatives resulting in 25% AUM growth
- Mentored junior advisors and supported team development
- Maintained 98% client retention rate over 5 years
