Experience

Thrive Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2019 - Present

  Thrive Wealth Management, LLC. is purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life. During your life you will be faced with multiple financial decisions, a few of these will be so important, a misstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions. Thrive is an independent registered investment adviser. Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties. For investment management services, we are only compensated by our clients. Show less



United Capital Financial Life Management

• Wealth Manager

  • Mar 2017 - Mar 2019

• Relationship Manager

  • Jun 2014 - Mar 2017


SEI
• China
• Industrial Machinery Manufacturing
• Account Executive

  • Jul 2010 - Jun 2014

Bernstein Global Wealth Management
• Private Client Associate

  • Jun 2008 - Jul 2010