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Financial Literacy with Marielle Schurig, CFP®, CDFA Vice President - Wealth Management at UBS Financial Services
Welcome to Season 3 of the Next Peak Podcast, where we help you redefine what success looks like for you and share strategies, tools, and stories to help you climb your next peak. Today Marielle Schurig joins Clint Herndon to help redefine how we see finances and wealth management. Marielle is a Wealth Advisor, Speaker, and Educator and featured in Bloomberg, USA Today, On Wall Street, and more. She is the also the Vice President of Wealth Management at UBS Financial Services. Marielle's...
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By Clint Herndon & Dr. Parker Houston
5
3434 ratings
Welcome to Season 3 of the Next Peak Podcast, where we help you redefine what success looks like for you and share strategies, tools, and stories to help you climb your next peak. Today Marielle Schurig joins Clint Herndon to help redefine how we see finances and wealth management. Marielle is a Wealth Advisor, Speaker, and Educator and featured in Bloomberg, USA Today, On Wall Street, and more. She is the also the Vice President of Wealth Management at UBS Financial Services. Marielle's...