Call Me When... Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?
CPWAu00ae (Certified Private Wealth Advisor), CFPu00ae (Certified Financial Planner), CIMAu00ae (Certified Investment Management Analyst)
Atlanta Individual, Leadership Collaborative
1 Year Member
Member Engagement Co-Chair
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