Page 4 - Advanced Wealth Strategies Folder Insert
P. 4
MEET THE TEAM
Aleia K. MacDonald
aleia@advanced-wealth.com Investment Advisor Representative
Lead advisor, founder, business development, plan development
Nick Urban
nick@advanced-wealth.com Investment Advisor Representative
Associate advisor, new client on-boarding specialist, vendor relationship manager
Sofia Sylvester
sofia@advanced-wealth.com Executive Assistant
Client service specialist,
firm event coordinator,
insurance and account processing
Nicholas Szpond
nicholas@advanced-wealth.com Administrative Assistant
Director of First Impressions, scheduling, client communications
