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Career Titles
Financial Advisor
Helen is a Financial Advisor with one of the largest financial advisory firms in the country. She walks us through the lifecycle of a client, from the initial fact-finding listening session to evaluating the different investment strategies and
options available. Although the field heavily involves financial knowledge, Helen says the most important tool of the job is listening to the client.
Major:
Illustration (Bachelor), MBA (Masters) (Bachelor)
City: Brookfield
State: Connecticut
City: Brookfield
State: Connecticut
Financial Advisor
David is a Financial Advisor and Certified Financial Planner with Raymond James Financial Services, of of the largest financial services firms in the country. Based out of Union Savings Bank in Danbury, CT, David walks us through the entire lifecycle
of a client, from initial prospective meeting to retirement planning. David also tells new graduates with a little extra cash coming in to set up an emergency fund before any other investing.
Major:
Management (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Financial Advisor
Chris is a Financial Advisor and an Associate Vice President at Stedmark Partners, a wealth management group within Janney Montgomery Scott LLC. Overseeing a portfolio over $1.5 billion, Chris and his team work with both new and legacy clients to
manage their investments to maximize their retirements and save for life's big moments. Find out how to leverage both a love of finance with a passion for relationship-building into a fulfilling career!
Major:
Business Administration (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Financial Advisor
Chris is a Senior Financial Planner with RTD Financial Advisors, Inc. Located in Philadelphia, Chris walks us through the on-boarding process for a new client, from the first meeting about values and history to the fourth meeting where they finally
look at investment options.
Major:
Finance (Bachelor), Real Estate (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Financial Advisor
Douglas is a Senior Advisor and a Limited Partner with BBH Capital Partners, the oldest partnership bank in the U.S. Working mostly with Private Equity and Corporate Advisory, Douglas walks us through the process for both as well as advises students
on how to land a job in financial advisory.
Major:
Communication Studies (Bachelor), MBA (Masters)
City: New York
State: New York
City: New York
State: New York
Financial Advisor
Sandra is the Managing Director and Senior Financial Advisor at Wescott Financial Advisory Group. Her main goal is to help her clients develop financial strategies for investing, retirement, tax planning, and more.
Major:
Communications (Bachelor), Theater (Bachelor), Financial Services (Masters)
City: Fort Washington
State: Pennsylvania
City: Fort Washington
State: Pennsylvania
Financial Advisor
Jim is a Senior Vice President with Brown Brothers Harrimon & Co. Located in Philadelphia, PA, Jim's clients are largely private business owners looking to invest their capital from selling their ventures.
Major:
Finance (Bachelor), MBA (Masters)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Financial Advisor
Grant is the Founder and CEO of Wescott Financial Advisory Group, an advisory firm located in Philadelphia, PA. After walking us through a busy day running the company, Grant tells us the secret to successful investing is strategy and discipline.
Strategy to make the correct decisions and then discipline to trust those decisions and wait out the down swells of the market.
Major:
English Literature (Bachelor), Law (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Financial Advisor
Stephen is a financial advisor and Senior Vice President with investment firm Morgan Stanley. Not only does he bring us into his day, detailing his preparation and client procurement methods, but Stephen also shares a piece of advice he's been
holding tight since college!
Major:
Economics (Bachelor), MBA (Masters)
City: Lancaster
State: Pennsylvania
City: Lancaster
State: Pennsylvania
Financial Advisor
Terrence is a Senior Representative with the financial advisory firm First Investors Corporation. Located in Atlanta, GA, Terrence explains how he turned a double liberal arts language degree into a successful career in financial management and
advisory.
Major:
English (Bachelor), Spanish (Bachelor)
City: Atlanta
State: Georgia
City: Atlanta
State: Georgia
Financial Advisor
Chris is a financial advisor at Merrill Lynch. He tells interested students to, in addition to excelling in class, work on their interpersonal relationship skills. Often times a new client may join you for you personality and how well you can
communicate.
Major:
Economics (Bachelor)
City: New York
State: New York
City: New York
State: New York
Financial Advisor
John is a First Vice President and Investment Officer/Financial Advisor with Wells Fargo Advisors, one of the most storied financial advisory firms in the world.
Major:
Finance (Bachelor)
City: New York
State: New York
City: New York
State: New York
Financial Advisor
Brad is a financial advisor and Vice President at Bernstein Global Wealth Management in Washington, DC. Find out the skills it takes to become a successful advisor, including how to hone relationship-building.
Major:
Economics (Bachelor), Political Science (Bachelor)
City: Washington
State: District of Columbia
City: Washington
State: District of Columbia
Financial Advisor
Andrew is a financial advisor and a Director at Convergent Wealth Advisors in Arlington, VA. Around two-thirds of Andrew clients are self-made entrepreneurs. He gives us an insight into the excitement of working with entrepreneurs who have created
their own wealth unlike clients who inherit it.
Major:
MBA (Masters), Finance (Bachelor)
City: Arlington
State: Virginia
City: Arlington
State: Virginia
Financial Advisor
Titian Austin ’80 is a financial advisor and first Vice President of Investments with Merrill Lynch in Winter Park, Florida. A career that depends largely on word-of-mouth marketing, Titian builds strong bonds with her clients to ensure
generations of financial advisory!
Major:
Business (Bachelor)
City: Winter Park
State: Florida
City: Winter Park
State: Florida
Financial Advisor
Michael is a partner and financial advisor with New York Life. After a national championship-winning career with University of Maryland's basketball team, Michael turned to the financial world to start his career.
Major:
Communication (Bachelor)
City: McLean
State: Virginia
City: McLean
State: Virginia
Financial Advisor
Alexander is a financial advisor with Morgan Stanley in New York City. He advises interested students to secure a summer internship with a financial advisory firm. It will give you real-world experience as well as open you up to networking and
making valuable connections.
Major:
Marketing (Bachelor)
City: New York
State: New York
City: New York
State: New York
Financial Advisor
Denise is a financial planner with Morgan Stanley Smith Barney in Barrington, IL. Denise works with clients to implement life-planning and investment strategies for individual, family, or business purposes.
Major:
Communication (Bachelor)
City: Barrington
State: Illinois
City: Barrington
State: Illinois