Save the date April 29, 2021 6:00 PM - 7:00 PM (EDT)
Event Details This weekly series focuses on kitchen table money conversations around financial planning, investing, and general personal finance. Join us as we chat with experts and get our most pressing financial questions answered!
Topic: Banking
The event is virtual. Register to receive login information.
Registration is $10 per week.
*FREE for BlackBRAND members.
Speakers
Curtis Lassiter Financial Advisor at Merril Lynch As a Financial Advisor, I am dedicated to playing the role of your personal advisor. I strive to build long-term relationships based on mutual trust and respect. Through a long-term balanced approach, I help clients develop and implement strategies for building wealth and realizing their financial goals.
Theresa Adams Wealth Management Banking Specialist at Merril Lynch
Theresa Adams Wealth Management Banking Specialist at Merril Lynch Theresa Adams has been in the finance industry for over 10 years as a Personal Banker, Financial Advisor and a Wealth Management Banking Specialist for Merrill Lynch and Bank of America. She has recently been awarded by Merrill Lynch for her ability to provide exceptional service to her clients as well as leading her peers in the nation in results and commendations. Before her career in Finance she has spent many years in management improving the overall customer experience in the Telecom industry. As a Virginia Beach resident for over 37 years she is also active in serving her local community as a city election official and volunteers in her neighborhood civic league. She is passionate about spending time outdoors with her family and 2 dogs.
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