Wealth Management with Thomas PargettOctober 20, 2022
For this episode of Up and Adam, Adam is joined by Thomas Pargett, Senior Wealth Advisor and Managing Director of Private Clients at BerganKDV. In their conversation, the two discuss the responsibilities of being a senior-level advisor of the firm. They dive into the private client experience at BerganKDV, the mission behind the firm’s wealth offerings, and the strong tie that exists between our wealth and tax teams that allows us to provide tax-efficient advisory all under one roof. If you have ever wondered what it’s like to engage with a financial advisor, this episode is for you!
If you have additional questions about BerganKDV’s wealth management solutions, contact us and set up an introductory call with our Wealth Management team to discuss how we can best accomplish your financial goals.