Heather George, CFP®, is a Senior Strategist and Executive Director of Family Advisory & Philanthropy Services at UBS, where they focus on high-net-worth and ultra-high-net-worth clients. Previously, Heather founded EmBo., an eco boutique, and served as Director of Knowledge Center at Family Office Exchange. With over nine years in financial services, they held various roles at Bernstein Global Wealth Management, including Vice President and subject matter expert in wealth planning strategies. Heather earned a BA in Foreign Languages from St. Lawrence University and a Master's degree from the University of Chicago's Harris School of Public Policy.
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