Social engagement
Social engagement: 813 social following, 5 posts in the last 12 months — below the industry typical range.
Hiring activity
Hires occasionally
1 role tracked across 1 of the last 12 months
22 Jul 2025 · Associate Wealth Advisor
Based on job postings tracked across public sources.
Recent activity
6 Aug 2025
Event
NEXT estate planning webinar