Senior Wealth Advisor

#CAN-2026-ODLM4M

Senior Wealth Advisor

Skills

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

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

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By scott|2026-02-16T13:43:13-06:00January 22nd, 2026|

About the Author: scott

732 Montgomery Hwy, Suite 303
Vestavia Hills, AL 35216

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Senior Wealth Advisor

Skills

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About the Author: scott