32 min
#49: Heather Rhoades | Estate Planning For Advisors
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- Investing
Heather Rhoades is Chairman of Cummings & Lockwood’s Private Clients Group and is Partner in Charge of the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. I really love kind of the collaborative approach in general…I find that really the clients are best served when the entire team of advisors are on the same page, have shared information in advance…And many times I find that the RIA is actually the quarterback for the client because he or she ends up interacting and speaking with the client the most out of any advisor and really knows the client the best, the family situation, the client’s goals and worries. Heather Rhoades, Chairman of Cummings & Lockwood’s Private Clients Group
Heather Rhoades is Chairman of Cummings & Lockwood’s Private Clients Group and is Partner in Charge of the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. I really love kind of the collaborative approach in general…I find that really the clients are best served when the entire team of advisors are on the same page, have shared information in advance…And many times I find that the RIA is actually the quarterback for the client because he or she ends up interacting and speaking with the client the most out of any advisor and really knows the client the best, the family situation, the client’s goals and worries. Heather Rhoades, Chairman of Cummings & Lockwood’s Private Clients Group
32 min