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December 2022 Webinar

December 1 @ 11:30 am - 12:30 pm

Wrap Up and Start Fresh!

Angela M. Vitale, AAMS®, MBA
Financial Advisor
Raymond James & Associates

As the year comes to a close, take stock of your financial planning checklist.  Wrap up those remaining year-end financial planning moves, recommit to your healthy money mindset, and set actionable items for your financial wellness in 2023!

 

More about Angela:

Angela Vitale is a financial advisor and an Accredited Asset Management Specialist® in the Raymond James St. Louis branch. She works with individuals, families, and small businesses, clarifying their goals and risk tolerance to customize and implement their comprehensive financial plans.

Angela believes the cornerstone of a successful client/advisor relationship is the mutual trust that develops over time. She builds relationships by listening to her clients to learn what matters most, creates and implements a customized plan, and keeps in touch for opportunities to adapt to life changes while pursuing their long-term financial solutions. It is this comprehensive, solutions-focused approach, delivered with personal attention and commitment to her clients’ best interest that sets her apart.

Angela has worked at Raymond James since 2013. In addition to her Series 7, Series 66, and Life, Disability, and Long-term Care licenses, she has also earned the designation Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning. A native of St. Louis, Angela is a graduate of Saint Louis University, where she earned both a Bachelor of Arts degree in Political Science and a Master of Science degree in Business Administration. In her early professional years, she served as an associate securities analyst at A. G. Edwards analyzing the industrial goods sector. Angela has actively participated in the local community over the years by volunteering for the Friends of the Rural Parish Workers, the Saint Louis University Arts & Science’s Executive Advisory Board, the Miriam Foundation Board of Directors/Chair of the Miriam Foundation Investment Committee, and the St. Louis Professional Women’s Alliance. Angela has two young adult children and when she is not working she enjoys spending time with her family and friends walking, hiking, biking, and traveling.

Please register HERE to receive the zoom link

Details

Date:
December 1
Time:
11:30 am - 12:30 pm

Venue

Zoom