Aimee Foley Witzl

Background

About Aimee Foley Witzl

In my role as a private client advisor I assist multi-generational families with meeting their personal and financial needs. I am involved in the accounting, banking, estate planning, and tax needs of my clients. My experience in our Family Office group working with affluent individuals to deliver personalized consulting, financial and tax services, was a great starting point for my current role. I not only work with my clients directly, but also engage with their other trusted advisors to ensure their long-term financial and family wealth management goals are being met in the most efficient manner possible. My clients see me as a trusted advisor who simplifies their daily lives so they can focus on the things most important to them. Our clients always have access to our team of experts, which ensures they are never on their own.