We are fortunate to have Traci join our firm. She brings a great quality and knowledge base from her law career in helping people with their financial goals.- Lee Rawiszer, Managing Principal
Westport, CT (PRWEB) October 05, 2016
Paradigm Financial Partners, an independent wealth management practice in Westport, CT is pleased to announce that it has welcomed a new financial advisor representative to their team. Traci Saxon joins the firm after an almost 20 year career as a divorce attorney and mediator.
“I am excited to have joined Paradigm. My primary commitment is to guiding and supporting my clients on their journey of defining their financial objectives and pursuing their goals. Paradigm’s independent platform enables me to choose better solutions to do that.”
Traci will be working closely with, Lee Rawiszer and David Halper, the Managing Principals. According to Lee: “We are fortunate to have Traci join our firm. She brings a great quality and knowledge base from her law career in helping people with their financial goals.”
Traci graduated from McGill University in Montreal, Canada with a Bachelor in Arts. She went on to earn her Juris Doctorate from The Benjamin N. Cardoza School of Law where she was an Editor on Law Review.
Traci is a Registered Representative and an Investment Advisor with Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Advisor) FINRA designations.
Traci lives in Westport with her husband, two children and dog. She is on the General Committee of PinkAid, a local charity that helps underserved women survive breast cancer treatment with support and dignity. In her leisure time, Traci enjoys gardening, cooking and yoga.
About Paradigm Financial Partners: Paradigm Financial Partners provides wealth management and financial planning to individuals, families and businesses. The comprehensive and values-based approach used by their professionals takes in to consideration all of a client’s needs, including investment management, retirement planning, tax planning and estate planning. The firm is located at 315 Post Road West in Westport, Connecticut.
Securities offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Paradigm Financial Partner is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.