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.
Managing Director of Wealth Management
As Managing Director of Wealth Management at UBS and leader of The Swett Wealth Management Group, Jeff's goal is to address and plan for all aspects of clients’ financial lives so they are able to spend their time where it matters most. With 27 years of experience, Jeff is responsible for the group's investment strategies, overall focus, and most importantly, building relationships with clients to fully understand their financial needs and life goals. Jeff has spent his entire career with UBS, and his team currently manages over $900 million in assets. Jeff has been the recipient of numerous awards and acknowledgements throughout his career. He has been a long standing member of his firm's Chairman's Council, a designation reserved for a select group of the top-performing advisors at UBS. He has been ranked as one of the Top 20 of Forbes/SHOOK Best-In-State Wealth Advisors in Massachusetts, and recognized by the Financial Times as a Top 400 Advisor in the country. Aside from earning his Certified Financial Planner and Chartered Retirement Planning Counselor designations, Jeff has obtained his series 7, 63, 65 and 31 licenses. He is also a Senior Portfolio Manager and Corporate Stock Benefit Consultant. As a frequent media contributor, Jeff has written and spoken on a variety of financial topics and has been quoted by Forbes, Financial Advisor Magazine, Market Watch, The Hill, US News &World Report and others. Jeff resides in Hingham with his wife and 3 children and enjoys sports, music and travel.
Principal, Regional Leader & Financial Advisor
Paul Lam is a Principal, Regional Leader & Financial Advisor at Edward Jones. In addition to servicing clients out of his office in Wellesley, MA, Paul is responsible for 52 branches in an area encompassing Eastern Massachusetts and the Greater Boston Area as a Regional Leader. Paul joined Edward Jones as a financial advisor in 2001, opening the firm's first branch office in Wellesley, MA. Originally from Hong Kong, Paul has lived in Needham, MA since 2010. Paul graduated from the University of Michigan with a bachelor’s degree in economics and holds a series 7 license and an AAMS® certification.
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.
Mansfield Holmes is a visiting professor at Suffolk University, specializing in corporate finance and wealth management. He has worked in a number of corporate accounting and analyst positions, including serving as a senior analyst in MFA Cornerstone Consulting’s valuation practice and as an accountant with Zmags Corporation and Leerink Swann, LLC. He obtained his bachelor’s degree at Union College and his MBA at Boston College.
Host Sponsor:Citizens Bank Wealth Management
Event Partner Sponsor:Investopedia
- No refunds after May 6.