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.
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.