WMS Partners is now HB Family Office’s Post

WMS Partners is pleased to welcome a new colleague: Kyle Cotoia, CFP®, Associate Advisor. Kyle will support the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed.   Kyle recently earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate. To receive the CFP® certification, candidates must complete the education requirement; which is completing coursework on financial planning through a CFP Board Registered Program, sit for a 170-question proctored exam, and complete 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience. A graduate of the University of Maryland, College Park, Kyle earned a Bachelor of Science degree in Accounting and Finance. Please join us in welcoming Kyle to the team!