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Kevin Smith to Speak at In|vest Digital Wealth Management Event

July 11, 2019 November 18th, 2019 No Comments

Kevin Smith to Speak at In|Vest Digital Wealth Management Event

Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Wealth Advisor Kevin Smith will participate on a panel at In|Vest 2019, the 5th annual digital wealth management event hosted by Financial Planning. The conference will be held July 16-17 in New York City.

The In|Vest conference brings together more than 1,500 executives from across the wealth management community to explore innovations in digital wealth management and discuss the future of tech in the industry. This year’s event focuses on innovations in investing, saving, and giving advice.

The panel on which Smith is speaking, “The Present and Future of the Advisor Desktop,” is composed of tech strategists who will offer insights on digital collaboration tools that optimize advisor time with clients, as well as offer clients the capabilities they’re increasingly seeking.

“It’s an honor to participate in the timely discussion around technology and the advisor at this year’s In|Vest event,” said Smith. “At Wealthspire Advisors, we seek to leverage the best technology to optimize the client experience and support the trust-based relationships we form and maintain with our clients. I look forward to hearing my peer’s perspectives on this topic.”

Smith joined the firm in 2018 and has over a decade of experience in the financial services industry. Smith works with Wealthspire Advisors’ technology partners to create streamlined investment solutions that focus on clients’ goals through tech-supported comprehensive financial planning.

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

 


Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. Securities, when offered, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.