Track: Wealth Management
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
-
Reeya PatelLinkedIn
Summer 2024: Charles Schwab RIA Intern Program, Dallas -
Ava CamposanoLinkedIn
Summer 2024: Charles Schwab RIA Intern Program, Dallas -
Samantha HooverLinkedIn
Current Placement: Regional LTC Consultant -
Gillen ManosLinkedIn
Summer 2024: Regions Bank, Alabama
Student Leaders
-
Alan JohnsonPresident
LinkedIn -
Olivia Luque
Executive Vice-President
LinkedIn -
Matthew Vidal
Treasurer
LinkedIn -
Brett Straus
VP of Professional Development
LinkedIn -
Mallika Baweja
VP of Marketing
LinkedIn -
Nataly Montenegro
VP of Technology
LinkedIn -
Michael Perez Paz
Director of Analyst Program
LinkedIn -
Adam RochbergAssistant Analyst Program Director
LinkedIn -
Matthew Murphy
Director of Current Events
LinkedIn -
Zayna Latife
Director of Relations
LinkedIn -
Michael Iacono
Secretary
LinkedIn
Faculty Advisor
Industry Advisors
-
Angie SabelManaging Director at Abbot Downing
LinkedIn -
Charlie Fitzgerald, III, CFPFounder, Principal & Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
LinkedIn -
Kevin Caldwell, CFPPrincipal, Golden Road Advisors
LinkedIn -
Dominic Wermuth
Analyst, J.P. Morgan Private Bank
LinkedIn -
Anna Rauh
Analyst, J.P. Morgan Private Bank
LinkedIn -
Matthew Foxhall, CFPManaging 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
- Miami / Boca Raton | October
