I am currently a Wealth Management Intern at Koss Olinger, a reputable financial planning and investment firm. My primary responsibilities include assisting the financial advisors with various tasks, such as preparing financial plans, conducting market research, and updating client portfolios. Thanks to the guidance and feedback from experienced advisors and the training courses I have completed through the Corporate Finance Institute (CFI), I have gained priceless insights into the wealth management industry and developed my skills in accounting, Excel, and corporate finance. As a fourth-year business administration student at the University of Florida, pursuing a minor in Wealth Management, I plan to obtain my Securities Industry Essentials (SIE) certification in October. My ultimate goal is to pursue a career in wealth management, where I can apply my knowledge and passion to help clients achieve their financial goals and objectives. I am always eager to learn and take on new challenges in this dynamic and rewarding field. If you share my interest in wealth management or want to connect please do not hestitate to reach out to ruby.watson@ufl.edu.