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CAN1

Senior Wealth Advisor

Function: Wealth Management Location: Northeast

Overview

Seasoned wealth advisor with 12+ years of experience managing high-net-worth client portfolios. Expert in comprehensive financial planning, estate planning, and tax optimization strategies.

Skills

Financial Planning Estate Planning Tax Optimization Client Relationship Management Portfolio Construction Risk Assessment CFP Certification Series 7 Series 66

Full Description

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

Contact Information

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