Wealth Management Sector | Finance Department

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

Maxwell Weston

Sector Contact
President
LinkedIn | Email Max
Kim Teitelbaum

VP of Marketing
LinkedIn
Noah Gilman

Vice President
LinkedIn
Reeya Patel

VP of Professional Development
LinkedIn
Gillen Manos

VP of Events
LinkedIn
Ethan Hayes

Treasurer
LinkedIn
Ben Murrell

VP of Tech
LinkedIn

Faculty Advisor

Industry Advisors

Angie Sabel

Managing Director at Abbot Downing
LinkedIn
Charlie Fitzgerald, III, CFP

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

Analyst, J.P. Morgan Private Bank
LinkedIn
Anna Rauh

Analyst, J.P. Morgan Private Bank
LinkedIn
Matthew Foxhall, CFP

Managing Partner, 49 Financial
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).

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

Sector: