Have you turned your ideas into goals? The difference between an idea and a goal is being able to identify it, articulate it and write it down. We will show you how to create goals, assign actions, and build the team you need—whether it includes marketing, IT, financial or other consultants–to make them possible.
Provided by the Burlington Chapter Coordinators. Due to concerns around COVID-19 all WBON chapter meetings will be held virtually through Zoom. An email containing the link will be sent prior to the event date. If you have any questions or concerns please contact Christine at email@example.com.
Breanna Sykes is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education and has spent the last 5 years as a Wealth Advisor. Breanna is working toward the Certified Financial Planner (CFP®) certification in 2021.
Breanna has a passion for educating clients about their finances and teaching them how to plan for the future. She enjoys taking the time to understand her client’s goals and lifestyles in order to provide the best service possible.
Molly Passalacqua is a Wealth Advisor with a Bachelor of Science in Corporate Finance and Accounting from Bentley University. Molly holds her Certified Wealth Strategist (CWS®) designation through the Cannon Financial Institute and a Certificate in Financial Planning from Boston University. Molly is working toward achieving her FINRA Series 65 License and the Certified Financial Planner (CFP®) certification in 2021.
Molly started her career at JP Morgan, as a Senior Analyst, focused on mutual fund and partnership tax. Prior to joining Copper Leaf Financial, she worked for BNY Mellon Wealth Management for seven years, most recently serving as a Wealth Manager; She has deep experience in Private Banking, through her roles at BNY Mellon.
She has a passion for helping clients define their financial and lifestyle goals. She enjoys developing custom tailored plans for how these objectives can be achieved and helping clients find success over time.