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Podcast: Digging In
Episode: Meet Rooted's Newest Advisor! Andrew Lee passes Series 65! - Digging In
Description: Welcome to the Digging In Podcast!Β Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.At Rooted Wealth Advisors we pride ourselves in being growth minded, always striving to better our services for our clients, to better our firm, and to better ourselves. Well, Andrew Lee took that to heart and studied hard to pass his Series 65 exam to become Rooted's newest Advisor! Along with that he got a promotion to a new role and moved to Champaign to help service our c...