25
March
Highlights of 2021 Investing
Description
Please join us for our upcoming webinar "Highlights of 2021 Investing." Join Wealth Advisors Tyler Swaim and Alex Castrichini as they discuss investing and the state of the markets in 2021.
Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship management, with an additional expertise in account reconciliation, database management and presentational design.
Alex is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management. As a Wealth Advisor with expertise in customer service and business development, his focus is on client satisfaction, relationship management, and helping Cabot’s clients achieve their financial goals.
Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship management, with an additional expertise in account reconciliation, database management and presentational design.
Alex is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management. As a Wealth Advisor with expertise in customer service and business development, his focus is on client satisfaction, relationship management, and helping Cabot’s clients achieve their financial goals.
Date and Time
Thu, Mar 25, 2021
12:00p - 12:30p EST