As a Finance Associate at W3, I work closely with advisors and paraplanners to ensure client information is accurately documented and communicated across the team. I help maintain consistency by taking detailed notes during meetings and verifying key client data, so everyone stays aligned throughout the planning process.
In addition to my support role, I create client-facing presentations used during review meetings, helping to convey complex financial information in a clear and organized way. My previous experience working directly with clients and members has strengthened my ability to build relationships and communicate effectively—skills I bring to every interaction at W3.
