September is Wealth Month at Watermark! We recognize that your personal financial path is just as important as your professional career path. Therefore, we’re delighted to offer this special bonus webinar hosted by Senior Wealth Director Leigh Wasson and Wealth Manager Jennifer Nelson of BNY Mellon Wealth Management.
Leigh and Jennifer will share their best “wealth management mantras,” along with key tips that will help guide you as you build your wealth.
Among their key topics:
- Value of compound interest
- Budget planning for your 30s, 40s, 50s and 60s
- Assembling a collaborative team of advisors – CPA, wealth manager, attorney, insurance specialist
- Proper asset allocation
- Preparing for market cycles – and taking advantage of them
- Weaving your values into your investments
- Remembering your wealth extends beyond your investments
Don’t miss this valuable opportunity to learn from Leigh and Jennifer, and better position yourself for a future filled with wealth, health and happiness.
About Leigh Wasson
Leigh Wasson brings 28 years of investment management and client relationship experience to her role as a Senior Wealth Director at BNY Mellon Wealth Management. At BNY Mellon Wealth Management, Leigh collaborates with team members and advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, executives, philanthropists and their family members. Leigh’s areas of specialization includes working with business owners and founders to accelerate the value of their businesses.
Prior to BNY Mellon, Leigh was Regional Managing Director of Northern California for Citi Private Bank. Leigh's background also includes 16 years at JP Morgan with both the private bank and the institutional investment management division, where she was a Managing Director with assignments in Australia, London, New York, San Francisco, Silicon Valley and Newport Beach.
Leigh is a member of the Board of Directors of The Japan Society of Northern California, a member of the Advisory Board of Astia and is a Certified Exit Planning Advisor. Leigh earned her BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania.
About Jennifer Nelson
Jennifer Nelson is a wealth manager for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment, wealth management and financial planning needs.
Jennifer joined the firm in 2016 and had more than nine years of experience in the financial services industry. Prior to her current role, Jennifer was a team lead for Cambridge Associates in Washington, D.C., an Institutional investment consulting firm. In this role, she worked extensively with endowments and foundations on asset allocation and investment research.
Jennifer earned her degree in Economics and Political Science from Wake Forest University and an Executive Certificate in Financial Planning from UCLA. She is a Certified Financial Planner.