Partnered with Gator Wealth and Asset Management

The Wealth Management track prepares students for careers in wealth management and financial planning through a program of required courses and professional development activities. In terms of courses, the Wealth Management track focus creates opportunities for students through a CFP Board approved Minor or Specialization program towards the Certified Financial Planner (CFP) professional designation.

Leadership

Wealth Management Minor Teaching Assistants

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  Reeya Patel

  Reeya on LinkedIn

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  Ava Camposano

  Ava on LinkedIn

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  Gillen Manos

  Gillen on LinkedIn

• 
  Isabella Floreani

Student Leaders

• 
  Olivia Luque

  President, Gator Wealth & Asset Management (GWAM)
  Olivia on LinkedIn

• 
  Matthew Murphy

  Vice-president & FPD Delegate, Gator Wealth & Asset Management (GWAM)
  Matthew on LinkedIn

• 
  Daylerh Campos Colmenares

  Treasurer, Gator Wealth & Asset Management (GWAM)
  Daylerh on LinkedIn

• 
  Jolie Dresner

  VP of Professional Development, Gator Wealth & Asset Management (GWAM)
  Jolie on LinkedIn

• 
  Mallika Baweja

  VP of Marketing, Gator Wealth & Asset Management (GWAM)
  Mallika on LinkedIn

• 
  Adam Rochberg

  Analyst Program Director, Gator Wealth & Asset Management (GWAM)
  Adam on LinkedIn

• 
  Michael Iacono

  Director of Relations, Gator Wealth & Asset Management (GWAM)
  Michael on LinkedIn

• 
  Arie Eitani

  Director of Current Events, Gator Wealth & Asset Management (GWAM)
  Arie on LinkedIn

Faculty Advisor

Corporate Sponsors

In partnership with Schwab Advisor Services and the Charles Schwab Foundation.

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Bronze

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Industry Advisors

• 
  Charlie Fitzgerald, III, CFP

  Founder, Principal & Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
  Charlie on LinkedIn

• 
  Andrew Schultz

  Managing Director, Morgan Stanley
  Andrew on LinkedIn

• 
  Kevin Caldwell, CFP

  Principal, Golden Road Advisors
  Kevin on LinkedIn

• 
  Joe Bert, CFP

  Chairman & CEO, Certified Financial Group
  Joe on LinkedIn

• 
  Jim Kovach

  Managing Director, Schwab Advisor Services
  Jim on LinkedIn

• 
  William Bell

  Vice-President & Sr. Divisional Managing Director, Charles Schwab
  William on LinkedIn

• 
  Ann Covington

  Founder, CovingtonAlsina
  Ann on LinkedIn

• 
  Ryan Tedesco, CIMA, AIF

  Financial Advisor, Hearn, Hoyt, Ramsey Wealth Management, Raymond James
  Ryan on LinkedIn

• 
  Robert Scharar

  Founder & CEO, FCA Corp
  About Robert

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  Mitchell Lamoriello, CFP

  Wealth Advisor, Advus Financial Partners
  Mitchell on LinkedIn

• 
  Jack Brod, CFP

  Member of Board of Directors, Savant Wealth Management
  Jack on LinkedIn

• 
  Brad Smithy

  Managing Director & Market Executive, UBS
  Brad on LinkedIn

• 
  Andrew Plum

  Managing Director, UBS
  Andrew P. on LinkedIn

• 
  Andrew Smith, CFA, CFP

  Executive Director, J.P. Morgan Private Bank
  Andrew S. on LinkedIn

• 
  Angie Sabel

  Managing Director, Wells Fargo Private Bank
  Angie on LinkedIn

• 
  WJ Rossi

  Partner, Koss Olinger
  WJ on LinkedIn

• 
  Matthew Foxhall, CFP

  Managing Partner, 49 Financial
  Matthew on LinkedIn

• 
  Tommy McBride, CFP, CIMA, CPWA, CAP

  Wealth Management Advisor, Meryll Lynch
  Tommy on LinkedIn

• 
  Jake Aymen, CRPC

  Wealth Management Client Associate, Bank of America Merrill Lynch
  Jake on LinkedIn

Activities

Academic Curriculum (Wealth Management Minor):

The Wealth Management Minor is a CFP board approved program towards professional designation as a Certified Financial Planner (CFP).

Weekly Workshops & Training:

Conferences & Corporate Visits: