Executive Impact Breakfast features stimulating conversation between entrepreneurs and corporate executive on how to build and maintain relationships for personal enhancement.
Plated menu Breakfast (included)
Complimentary Professional headshot (included)
Attire: Business or Business Casual
Industry leader: Maureen Gribb
As a Financial Advisor with Wells Fargo Advisors, LLC, I assist individuals, families, family foundations, and non-profit organizations located across the country in identifying their goals and developing a unique plan to assist in achieving these goals.
Each client and referral will go through an initial meeting either in person or over the phone that begins with listening to the person and hearing the concerns. Next, a detailed analysis is prepared based on the information received and, in a second meeting, presented along with formal recommendations. I continue to monitor and update this plan and, at least annually, review the plan with the client.
In addition to advising my clients, I dedicate time to teaching clients about financial products, the costs involved (if any), the risks, and the tax consequences. Furthermore, I provide insight on the benefits of each product, the effects on specific goals, and a set of recommendations to reach the desired outcome.
In addition to myself, my team is composed of 5 other members. As a group, we have over 100 years of experience in the financial services industry, currently managing in excess of $850 million in assets.
Outside of the office, I have a passion for cycling and compete regularly at a domestic elite level. I also work to develop new cyclists, remaining part in the Drexel Cycling community. I am actively involved in the Pennsylvania Ballet and Philadelphia Museum of Art.
Please contact me at [email protected] or 215-496-7623 for more information about my practice and how I can help you. Please note, I cannot respond to any communications through LinkedIn.
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