Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Juliana Rodriguez
Associate Wealth Management Banker
Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®
Echelon Wealth Strategist
Lindsay Strickland
Senior Portfolio Advisor