FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management.
With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more holistic view of their financial lives that goes beyond milestone planning (e.g., having a child) and investments.
The event will open with a presentation by Citizens Bank Wealth Management of the findings from its recent financial planning study. The topic will then be explored by a panel of advisors and asset managers.
Join us for a discussion about the changing landscape for financial advisors and the most pressing challenges they are facing today, and how marketing and PR teams can partner with advisors to drive client engagement and education.
Head of Wealth Management Planning
As the Head of Wealth Management Planning, Jason is responsible for developing the strategy for personal financial planning activities across Citizens Wealth Management. Jason started his career at Citizens in 2017, and has 25 years of experience in the financial services industry. Prior to Citizens, Jason was the Head of Financial Planning for John Hancock Advice where he was responsible for redesigning the service model for an in-house advisory team, the development of multiple digital advice platforms, and served as a member of the John Hancock Personal Advisory Solutions Investment Committee. Prior to John Hancock, Jason worked for New York Life, Charles Schwab, and Fidelity Investments in various institutional and personal consulting roles. Jason has earned the Certified Financial PlannerⓇ, Master Planner Advanced StudiesⓇ, and Retirement Income Certified ProfessionalⓇ designations.
Principal and Co-Founder
Francesca Federico is a Principal and Co-Founder of Twelve Points Wealth Management. Before forming Twelve Points, Francesca began her career with The Buckley Group in 2008 and eventually left to build her own practice at Morgan Stanley. In 2014, Investment News named her one of the “Top 40 Under 40” advisors in the country. She co-founded Twelve Points in order to help people and change her clients’ lives for the better. Francesca specializes in working with women in transition or going through divorce, and privately held businesses. In February 2015 she became an Accredited Investment Fiduciary® designee, considered the gold standard for fiduciary care in the financial services industry, and in September 2015 she became a Certified Divorce Financial Analyst® designee. She holds Series 7 and 66 securities licenses and life and health insurance licenses. A graduate of Notre Dame Academy in Hingham, Francesca is a member of their alumni board. She went on to receive a B.S. in Finance at Fairfield University’s Dolan School of Business and remains active in the Boston Fairfield Alumni Chapter as the Boston Chapter President.
Host Sponsor:Citizens Bank Wealth Management
- All prices increase $15 per person on May 6.
- No refunds after May 6.