Certified Financial Planner Investment Advisor Retail Wealth Advisor 
Sara Grillo
DECEMBER 12, 2022
With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. He spent 10 years there managing billions in assets for institutional and retail clients. Matt Pruitt, CFP®, CFA®.
The Big Picture
OCTOBER 19, 2022
We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. We serve retail investors.
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