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I help wealthy people stay wealthy. I have worked with people in all different industries and stages of life, but I am best known for my unique experience helping those in tech & entertainment. With nearly 20 years of experience in banking and 15 years in wealth management, I have learned that truly caring about clients and their success is what sets me apart from others in the field. I get to know our clients and build lifelong relationships with them, while also having the experience, education and credentials to give them well thought out financial advice.
Check out Breanna Stott, CFP®'s verified LinkedIn stats (last 30 days)
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