Atlas Private Wealth Management has hired a financial services industry veteran and promoted another to the firm’s newest position, director of financial planning.
The new position is in response to the growing demand for wealth management and financial planning services that aim to work with individuals and families based on their individual set of circumstances and unique set of financial goals.
Chris Aiello has been appointed director of financial planning, while Robert Palmer has joined the firm from Ayco Company. Palmer brings nearly two decades of experience providing financial planning advice and financial education workshops to businesses and their employees.
“I believe the financial planning process begins by asking thoughtful questions and listening attentively. At Atlas, our goal is to provide financial guidance over a lifetime,” says Aiello.
“Financial education is a key component of the financial planning process and I look forward to working with Atlas clients in helping them pursue their financial goals,” says Palmer.