Financial Advisors Explain Wealth Management & Financial Literacy | SALT Talks #155

Backed by over 20 years of experience, Stacy Robinson works with her clients to understand their goals, define risk, manage liabilities, and proactively plan for their overall financial future. Stacy’s focus on a client-centric wealth management process has spanned her entire career. Octavius Reid is a Senior Vice President and Wealth Advisor with Morgan Stanley. Over the past 30 years, he has developed an area of focus, working with clients in the sports and entertainment industry. As a Morgan Stanley Global Sports and Entertainment Director, provides financial management services and helps guide many professionals through what can be an incredibly difficult space. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talks Moderated by Anthony Scaramucci.