Election Impacts on the Estate Planning World & an Economic Update
Latest views on investing from Vanguard including Elections, Estate Planning, and Economic Updates.
Alison Gilbert, CFP®, CTFA is a Financial Planning and Coaching Specialist in Vanguard Financial Advisor Services™ where she is responsible for expanding and enhancing the financial planning solutions designed to support Vanguard’s financial advisor partners. She serves as an ambassador to advisors by writing and presenting content for use with end clients on a wide range of financial planning topics. Her prior experience includes work as a senior financial advisor at Vanguard, E*TRADE, and Fidelity. Alison is a Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA), University of Colorado at Boulder alumni, and resides in Phoenix, AZ.
Ava Jack, CFA is a Sales Executive at Vanguard supporting financial advisors with Investment Guidance, Financial Planning Strategies, and Economic & Market insights. She has spent the last 7 years serving financial advisors across the US and currently specializes on advisors at the country's largest national banks. With total assets under management of $9 trillion and 50 million investors worldwide, Vanguard is one of the largest and most trusted asset managers to serve the advisor community. Ava is a Chartered Financial Analyst (CFA), University of Missouri alumni, and resides in Phoenix, AZ.
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