Trusted Advisor

WDCEPC’s Strategic Connections Happy Hour is a networking event intentionally designed to elevate historically underrepresented voices across the estate planning and wealth advisory professions. Join them in building a more inclusive and connected ecosystem. See more details here: https://lnkd.in/gS_CvDkY.

Trusted Advisor is glad to have Katie Traxton, Good Vibes Only Talent speak on a panel at the upcoming Trusted Women Forum in Santa Monica on September 18th! All Trusted Advisor members can RSVP here to attend: https://lnkd.in/gBZGUHBS.

Trusted Advisor is thrilled to have Kelly Raney, Greenberg Glusker LLP speak on a panel at the upcoming Trusted Women Forum in Santa Monica! All TA members can RSVP to the Sept. 18th event here: https://lnkd.in/gBZGUHBS.

Trusted Advisor is glad to welcome Jonny Davies, Howden Insurance Brokers Limited to the network! Jonny‘s career in insurance began back in 2020, after graduating from the University of Chester with a degree in Business Management. His first role was with A-Plan (now part of the Howden’s Group) and after a brief stint away working for an independent broker in Manchester, Jonny is back working in the Private Clients Team in the Manchester office. As a trusted advisor in the Private Client market, Jonny specializes in Household & Motor Insurance for High-Net-Worth individuals and those that work in Professional Sports and Entertainment. Jonny takes a great deal of pride in his work and works tirelessly to provide a tailored insurance solution for all his clients based on the utmost confidentiality and care. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is excited to welcome Andi Hughes, TrustHouse to the network! Andi Hughes is the Director of Strategic Partnerships at TrustHouse, a high-touch in-home wellness firm that serves discerning individuals and families throughout the Tri-State area and Palm Beach, Florida. TrustHouse specializes in senior care, short-term surgical recovery, mental and behavioral health, travel nursing, and even pediatric nursing -- delivering unparalleled private duty nursing alongside highly personalized concierge homecare services. At TrustHouse, Andi plays a pivotal role in advancing the firm’s growth and reach, regularly consulting with private wealth managers, family offices, accountants, and trusts & estates attorneys on client health-related issues and long-term planning to ensure individuals and families are prepared for the future. She also leverages her extensive network across accounting, legal, and wealth management to cultivate high-value partnerships throughout the NY Metro region. A seasoned relationship builder and strategic partnerships executive, Andi represents TrustHouse at industry events and serves as a thought leader on several healthcare committees and regularly participates in a multitude of professional consortiums, where she provides consultative guidance and facilitates trusted referrals. With more than 20 years of experience in strategic communications, she has spearheaded high-impact initiatives for global brands, including Fortune 500 companies. As Vice President at the PR Council, she led member acquisition and engagement while strengthening cross-sector collaborations spanning HR, legal, marketing, and technology. Passionate about mentorship, diversity, and workforce development, Andi has guided professionals through career transitions. Beyond her professional commitments, she has been a dedicated Barre Method instructor for two decades and an active supporter of causes close to her heart, including breast cancer awareness, Alzheimer’s research, and Parkinson’s disease. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is pleased to feature Mark Parkinson, co-founder of Middleton Advisors in this week's member spotlight. Mark co-founded the prime residential advisory firm in 2008 with Tom Hudson, which has grown from two partners to a team of 30. With 90% of business coming via referral, Middleton has acquired 400+ properties with an aggregate value of £1.7bn, many secured privately off-market. Middleton’s watchwords—trust, local expertise and due diligence—guide every transaction. The firm advises entertainment and sports professionals, investment management and private equity clients, and entrepreneurs. The wider team operate in London, the South of England and prime European locations. Middleton consistently receives 100% “would recommend” scores from surveyed clients. As one client noted: “I’ve been impressed by the professionalism, care and attention to detail. They were diligent, creative in approaching our brief, and very respectful. They’re obviously used to dealing with people who don’t have huge amounts of time; they took responsibility, making decisions for us—which is a difficult thing to get right.” Mark is regularly quoted by The Times, The Telegraph and the Financial Times, and has completed executive education at Harvard Business School. For US-based clients seeking a trusted UK partner with off-market access, Mark’s team offers a single point of contact and complete discretion from search to completion.

Trusted Advisor is thrilled to have Angela Bessard, Conquer Credit Management Inc speak on a panel at the upcoming Trusted Women Forum! TA members can RSVP here to attend: https://lnkd.in/gBZGUHBS.

WDCEPC’s Strategic Connections Happy Hour is a networking event intentionally designed to elevate historically underrepresented voices across the estate planning and wealth advisory professions. Join them on September 3rd in building a more inclusive and connected ecosystem. See more details here: https://lnkd.in/gS_CvDkY.

Trusted Advisor is happy to welcome David R. Silversmith, EisnerAmper to the network! David is a Senior Manager in the Private Client Services Group of Eisner Advisory Group. With over 20 years of experience, he specializes in providing tax services to high net worth and ultra high net worth individuals and their families, including trusts & estates. David primarily focuses on serving clients in the Financial Services, Sports, & Entertainment industries. To become a member of Trusted Advisor, visit https://lnkd.in/evPZBBYw.

Trusted Advisor is very glad to share that Maytav Koter, Good Company MGMT will be speaking on a panel at the Trusted Women Forum in Santa Monica! All TA members can RSVP here to join us on September 18th: https://lnkd.in/gBZGUHBS.