Guardians Only – Collier County
September 18 @ 12:00 pm EDT
Our guest speakers will be Andrew Hill and Jennifer Figurelli of Andrew Hill Investment Advisors. Andy and Jennifer co-founded their firm in 2010 and manage over $180 million in assets. They work closely with many guardians and have been great partners in managing clients. They are hands-on in client servicing and enjoy collaborating with other local professionals to benefit clients.
Their presentation will cover:
- Investment Fundamentals
- How to Protect You and Your Clients
- Meeting Your Fiduciary Standard
- When and Why to Partner with a Financial Advisor
Third Floor – Conference Room F