Youth is served as Confluence’s associates, Randy Holcombe, Katie Montagazzi, Gregory Weimer II, and Chuck Ziants, join Greg to discuss the future of financial services and wealth management. Together, the team addresses some of the misconceptions around millennials and money, examines Confluence’s culture of teamwork, continuous improvement and work-life integration, and explores what it takes to continue to be an elite wealth management practice.
Any opinions are those of the speakers and not necessarily those of RJFS or Raymond James. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Investing involves risk and investors may incur a profit or a loss. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.