Mariella Foley, a Partner and Wealth Advisor with Round Table Wealth Management, has been with the firm since 2000 and has over 25 years of experience in the financial services industry. Her responsibilities include all aspects of wealth management such as investments, income taxes, cash flow management as well as overall financial decision making for her clients.
Wealth Management asked advisors to share their resolutions for 2022.
I often reflect back on my 25+ years in the financial industry and recognize the many professionals who coached, encouraged and pushed me to become a better, more well-rounded advisor. This inspires me to have a more meaningful impact on the next generation of advisors.