Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients. (fortune.com)
Mr. Legeay works closely with Hawthorn Relationship Managers, Wealth Strategists and other advisors to deliver the Hawthorn integrated wealth management experience to a limited number of families and individuals. (pnc.com)
This begins with a conversation, so he can get to know clients, understand what they want their wealth to accomplish in their lives and help design a financial plan to deliver a true wealth management experience. (buckinghamadvisor.com)