Financial Advisors Explain Wealth Management & Financial Literacy | SALT Talks 155

Welcome to another episode of SALT Talks with host Anthony Scaramucci, and guests Stacy Robinson and Octavius Reid. Backed by over 20 years of experience, Stacy works with her clients to understand their goals, define risk, manage liabilities, and proactively plan for their overall financial future. Stacy’s focus on a client-centric wealth management process has spanned her entire career. Octavius Reid is a Senior Vice President and Wealth Advisor with Morgan Stanley. Over the past 30 years, he has developed an area of focus, working with clients in the sports and entertainment industry. As a Morgan Stanley Global Sports and Entertainment Director, provides financial management services and helps guide many professionals through what can be an incredibly difficult space. SALT Talks provides a window into the minds of noteworthy business leaders, policy experts and innovators shaping the future. To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talks Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast/salt-talks/id1553797805 Spotify: https://open.spotify.com/show/3HGRcJUqJNI496MdE2shIL?si=BFbEkgXN Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5yZWRjaXJjbGUuY Follow SALT on social media: Twitter: https://twitter.com/SALTConference Instagram: https://www.instagram.com/salt/ LinkedIn: https://www.linkedin.com/company/salt-conference/ Developed, created and produced by SALT Venture Group, LLC #SALTTalks

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