Xavier is a Financial Planning Associate on the High Net Worth team that caters to clients with $4 million or more in investment assets. He supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process. Xavier is a CERTIFIED FINANCIAL PLANNER® practitioner.
Before joining the firm, Xavier attended Widener University, where he received a degree in Finance and Accounting with a focus on Financial Planning. During his time at Widener University, he held an internship with Radnor Financial Advisors supporting their tax team with K-1 forms and other client needs. He has had a wide range of involvement on his campus, holding multiple president positions within organizations such as Black Student Union, Black Men United, and the Money Club, managing over 1 million dollars in a student-managed investment fund.
Xavier currently lives in Boston, MA. He enjoys spending time with family and friends, playing basketball, and making music in his free time.