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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. Scott graduated from the University at Buffalo, earning a B.A.