Adviser
Kia Jeffery is an experienced professional in client relations and services, currently serving as a Client Services Associate at RWA Wealth Partners since August 2021. Prior roles include positions at HighVista Strategies as a Client Relations Associate and various roles at Financial Architects Partners, culminating in a Senior Account Manager position. Kia's early career included roles at Lenscrafters as an Eyewear Consultant and as a Benefits Intern at MBTA, where assistance was provided to employees regarding benefits coordination. An academic background includes a Bachelor of Business Administration (B.B.A.) in Business Administration, Management, and Entrepreneurship from Northeastern University, completed in 2015.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.