Wealth Management Advisor - Roseland
As a Wealth Management Advisor at TIAA backed by over a decade of experience in the financial services industry, I focus on providing advice tailored to clients’ specific needs. Meeting with clients allows me to discuss their ever changing goals, dreams, and financial planning needs. My objective is to educate my clients about various financial planning concepts and investment solutions, while providing specific recommendations to help them achieve their goals. I received a Bachelor’s degree in Management and International Business from Montclair State University and went on to earn my Master of Business Administration in Finance from Fairleigh Dickinson University. I was born and raised in Poland and I currently reside in Morristown, NJ, with my husband. Our passion is traveling. Every year we visit a different country to experience local culture, traditions, and cuisine.