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Sy Easling began his role as KWM Wealth Advisory’s Client Operations Associate following 8 years of operations management with Wells Fargo’s North Carolina Center. Sy’s banking and financial services help clients enjoy excellent service and care with all of their financial management needs.
A North Carolina native, Sy moved to California in the fall of 2018. He enjoys the great weather, being outdoors and hiking the many parks in the area.
Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.