Wealth Management

Track:

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

Student Leaders

Maxwell Weston

President
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Reeya Patel

Executive Vice President
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Ethan Hayes

Treasurer
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Brett Straus

VP of Professional Development
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Kyla Yuen

VP of Marketing
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Nataly Montenegro

VP of Technology
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Anika Dham

VP of Events
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Alan Johnson

Director of the Analyst Program
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Matthew Vidal

Director of Current Events
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Olivia Luque

Director of Relations
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Calvin Hyde

Secretary
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Faculty Advisor

Industry Advisors

Angie Sabel

Managing Director at Abbot Downing
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Charlie Fitzgerald, III, CFP

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

Principal, Golden Road Advisors
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Dominic Wermuth

Analyst, J.P. Morgan Private Bank
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Anna Rauh

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

Managing Partner, 49 Financial
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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

Track: