We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

ADVISORY TEAM

Aimee M. Adler is an Associate, Wealth Analyst at Round Table Wealth Management. She is responsible for assisting with the daily needs of our clients and supporting the firm’s Wealth Advisors. Prior to joining Round Table, Aimee worked as a client services and operations associate at another registered investment advisory firm.

Aimee graduated Magna Cum Laude from Tulane University with a Bachelor of Science in Management double majoring in Finance and Management. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. In her spare time, Aimee enjoys trying new exercise classes and giving back to the community. Since 2012, Aimee has been volunteering with Camp Dream Street Mississippi–a week-long sleep-away camp for children with physical disabilities.

articles

CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

Sign Up For Our Round Table Newsletter