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Wealth Strategist, Wealth Management, Financial Advisors
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- Tax and financial planning expert who helps advisors solve complex tax, trust, estate, and financial planning related issues for high-net-worth clients.
- SERVE AS INTERNAL TECHNICAL EXPERT. Support complex high-net-worth client relationships as a technical financial planning, trust, estate, and tax expert, including through direct interaction and delivery of advice to clients.
- Provide tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships.
- MONITORS TAX LAW AND FINANICAL PLANNING CHANGES AND DEVELOPS PLANNING STRATEGIES. Reads and interprets tax law and financial planning changes.
- SERVES AS A MENTOR TO ASSOCIATE ADVISORS AND TAX STAFF. Provides coaching and guidance to Associate Advisors and Tax Staff to help develop junior members of the firm.
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