Bio: An avid learner of financial products and literacy studying Financial Management at Salve Regina University with plans to pursue Wealth Management.

Bio: Aspiring Financial Advisor.

Bio: A Co-Founding Partner of Lead Advisor, a talent search and consulting firm helping wealth management practices build top teams. www. lead-advisor.com

Bio: Co-Founder of Lead Advisor. Redefining Wealth Management Team Building. www.lead-advisor.com