Chart of the Month: SoundView’s Team

by Kevin Slater, CEO, Lead Advisor, CFP®

We are about to celebrate our 17th birthday as SoundView Advisors! We have the privilege of walking with clients through some incredibly significant events during that time: retirements, weddings, the birth of babies and grandbabies, college graduations, new jobs, anniversaries, and many, many birthdays! We have also seen some hard times: major market drops, spikes in inflation, loss of jobs, and the loss of loved ones.

The key to supporting people lies in our team's expertise and dedication. They are remarkable, and consistently support our clients through all situations. Our team has collectively given more than 93 years of time serving clients at SoundView. Add to that the years they’ve served at previous firms, and you have more than 150 years of experience helping people with their financial lives!

To you, the clients of SoundView Advisors, we want to express our deep gratitude for putting your trust in us and allowing us to be a part of your journey. We have been honored to support you for the past 17 years, and our team remains committed to providing you with the best financial guidance and support possible.