Sara Lovell Joins 21 West Wealth Management
Firm Expanding Client Advisory Expertise
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.
Source: 21 West Wealth Management
