IRVINE, Calif. - July 15, 2020 - (Newswire.com)
Sara Lovell, CFP® has joined 21 West Wealth Management as a Managing Partner located in Irvine, California. In her new role, she will advise clients based in Southern California, New York and London.
As a fiduciary advisor, Sara has spent her career working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sara most recently worked at BNY Mellon as a Wealth Manager.
21 West Wealth Management LLC provides advanced asset management and financial advisory services to individuals and institutions.
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Original Source: Sara Lovell Joins 21 West Wealth Management
