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Podcast: Registered Investment Advisor Podcast
Episode: Managing Multimillion-Dollar Portfolios
Description: Will Rodriguez began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning. Will joined Briggs Wealth Management in 2019 and services our clients financial planning needs.Will graduated from the University of Hartford majoring in Finance and Economics. He obtained his MBA shortly thereafter. Will has experience in the financial planning area but also has experience in the real estate and mortgage fields as well.Will lives in Newington, CT with his wife...