Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financial advisors' capacity to serve more clients more completely.” at Natixis IM, said in a statement.

Management 165

Management Wealth Management Estate Planning Clients 165

Sara Grillo

AUGUST 14, 2023

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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 5, 2024

Through ongoing financial advice and asset management, we aim to help our clients make the most of a sudden wealth event. Nationally Recognized Wealth Advisor in Stock Compensation Kristin McKenna CFP® is a nationally recognized specialist in employee stock options and equity compensation. The total fair market value is $15M.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73