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232: Interview with CPA and investment advisor at Cain Watters & Associates, Brittany Frazier
Manage episode 366234783 series 1927328
Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish and a Master of Science in accounting. Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas office. There, as a senior associate, she worked extensively in tax compliance and consulting services in both the financial and private-company service industries. She joined the CWA team in 2013. Brittany is a Certified Public Accountant and an Investment Advisor Representative. In addition to her role as a financial planner, she has donated her time for 10 years with the 3to1 Foundation, helping educate DISD students and the community on financial literacy topics. Brittany founded the Women in Financial Planning Group at CWA, which has coordinated mentorship programs and productive meetings to discuss big ideas and support the firm’s female advisors. She lives in Dallas with her husband and two young sons.
102 епізодів
Manage episode 366234783 series 1927328
Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish and a Master of Science in accounting. Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas office. There, as a senior associate, she worked extensively in tax compliance and consulting services in both the financial and private-company service industries. She joined the CWA team in 2013. Brittany is a Certified Public Accountant and an Investment Advisor Representative. In addition to her role as a financial planner, she has donated her time for 10 years with the 3to1 Foundation, helping educate DISD students and the community on financial literacy topics. Brittany founded the Women in Financial Planning Group at CWA, which has coordinated mentorship programs and productive meetings to discuss big ideas and support the firm’s female advisors. She lives in Dallas with her husband and two young sons.
102 епізодів
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