Trisha Fitzer is a seasoned financial professional with extensive experience in client development and wealth management. Currently serving as a Client Development Advisor at Buckingham Strategic Wealth since May 2023, Trisha has also held the position of Wealth Management Associate at Triad Financial Group, LLC since June 2021. Previous roles include Academic Training Leader at Edward Jones, Investment Specialist and Financial Advisor at Renaissance Financial, Client Service Manager at Moneta Group, and Commercial Banking Representative at Commerce Bank. Trisha holds a Bachelor’s Degree in Finance from the University of Missouri-Columbia.
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