Wealth Management Branch
Wealth Management Branch
An opportunity for students to gain insight into the field of wealth management through guest speakers, mock interviews, networking events, and trips to wealth management firms.
Assisting in career readiness through E-Money, SIE, and Bloomberg Market Concepts certifications leading our past members to internships with Wells Fargo, Regions, Oakworth Capital, and many others.
We are committed to our member's future growth and success!
Events & Announcements:
Tuesday, Aug 26th - Internship panel
Thursday, Sept 18th - Access Capital Management
Thursday, Oct 23rd - Meeting and social after
Tuesday, Nov 18th - Shades Creek Wealth Advisors
Tuesday, Dec 2nd - Meeting
Message from On of Our Branch Directors:
"Wealth Management is exactly what it sounds like, everyday advisors manage money from clients with all different types and sizes of financial assets. Advisors are tasked with creating and implementing strategies that best grow and protect their client's assets based on the long- and short-term goals of that client. From analyzing the stock market, economic conditions, and bond market to planning estates and preparing for retirement, advisors are the financial lifeline for many.
The field of Wealth Management can be very lucrative but not without the passion and knowledge to best serve your clients each and every day. No two days are alike in Wealth Management but making a difference in the lives of many who trust you with their most precious resources can be very rewarding and challenging. Join us in the Wealth Management Branch as we dive into this expansive field and learn how to become the next generation of successful advisors!" - Brett Nestande