Wealth Management

Partnered with Gator Wealth and Asset Management

The Wealth Management sector 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 sector focus creates opportunities for students through a CFP Board approved Minor or Specialization program towards the Certified Financial Planner (CFP) professional designation.


Student Leaders

Faculty Advisor

Industry Advisors

  • Angie Sabel
    Angie Sabel

    Managing Director at Abbot Downing

  • Charlie Fitzgerald, III
    Charlie Fitzgerald, III, CFP

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

  • Kevin Caldwell
    Kevin Caldwell, CFP

    Principal, Golden Road Advisors

  • Dominic Wermuth
    Dominic Wermuth

    Analyst, J.P. Morgan Private Bank

  • Anna Rauh
    Anna Rauh

    Analyst, J.P. Morgan Private Bank

  • Matthew Foxhall
    Matthew Foxhall, CFP

    Managing Partner, 49 Financial


Academic Curriculum (Wealth Management Minor):

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

  • Intro to Financial Planning & Wealth Management (FIN 3124)
  • Financial Plan Development (FIN 4128)
  • Estate & Tax Planning (FIN 4132)
  • Risk Management and Insurance (RMI 3011)

Weekly Workshops & Training:

  • Career prep and coaching (Resume, LinkedIn, mock interviews, internship search)
  • Employer engagement (info sessions, networking)
  • Excel, Powerpoint, and presentation skills
  • CFP exam preparation
  • Investment & tax planning
  • Retirement & estate planning
  • Local guest speakers
  • Case Competition

Conferences & Corporate Visits:

  • FPA Annual Conference | Dec | Seattle
  • CFP Board Conference | Dec | NYC
  • Corporate site visits:
    • Miami / Boca Raton | October
      • Mariner Wealth Advisors, Goldman Sachs, Northern Trust, Merrill Lynch
    • New York | December
      • UBS, Citi, RBC, Bank of America, Wells Fargo
    • Orlando | April
      • Fidelity, Moisand Fitzgerald Tamayo, Graystone Consulting