Financial Planning Blog

Davy is an advocate for financial advisors, delivering top-notch user experience with financial technology tools. As a relationship manager, she works alongside our sales, client support, and training teams to ensure efficient and successful implementations. Prior to joining AdvisorEngine, Davy was an Advisor Services Coordinator for Independent Financial Professionals (IFP). She served 30+ independent financial advisors in their business endeavors; from developing workflows and best practice guides to training staff and project management.

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