Sector:
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.
Leadership
Student Leaders
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Maxwell Weston
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Kim Teitelbaum
VP of Marketing
LinkedIn -
Noah Gilman
Vice President
LinkedIn -
Reeya Patel
VP of Professional Development
LinkedIn
Faculty Advisor
Industry Advisors
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Angie Sabel
LinkedIn
Managing Director at Abbot Downing -
Charlie Fitzgerald, III, CFP
LinkedIn
Founder, Principal & Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
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).
- 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
- Financial Planning Challenge hosted by FPA, Ameriprise Financial and CFP Board
- 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
- Miami / Boca Raton | October