Request for a warm intro. If you happen to know a Financial Advisor based in Westchester County, NY or Fairfield County, CT who is with an RIA (not a wirehouse) - whether they're a solo advisor, part of a small team, or on a big wealth management team - I'd really appreciate an introduction. I'm hoping to connect for a brief conversation to get some insight and perspective as I weigh some things, especially as someone who has primarily worked in NYC. Thanks in advance!
Apr 18, 2025