Financial Market Update-Hosted by Vi at Bentley Village
Hosted by Joe
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Past Event
About Event
Join Vi at Bentley Village as we host Nadia Keric, Financial Advisor and Nicholas Lacy, Chief Portfolio Strategist, Asset Management Services with Family Wealth Planning Group at Raymond James for a virtual meeting to discuss the current state of the market and the impacts on retirement planning.
Nadia and her team have been advising clients for many years in Southwest Florida. Nicholas has been with Raymond James for 16 years and earned an MBA from the University of Tampa. He also holds a Chartered Financial Analyst designation.