Curt Sole, CFP®, is a financial services professional with extensive experience in developing and leading high-performing teams. Currently serving as the Senior Manager of Advice Technology Response at Vanguard, they lead a team of investment and financial planning professionals focused on providing retirement planning and investment advice to affluent clients. Previously, Curt held various roles at TIAA, including Senior Manager of Wealth Management, where they oversaw a team of over 25 Wealth Management Advisors. Curt earned an MBA from the University of North Carolina at Charlotte and a B.S. in Economics from James Madison University.
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