"If I was going to advise people where to trim, the first places I would look are the areas that bring no joy to the client," says Jessica Grande, a Senior Client Advisor with Levatus Wealth Services, a wealth management firm in Boston.
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Jessica and LEVTAUS were recently featured in the Babson Magazine Winter 2018 edition. Jessica graduated from the F.W. Olin Graduate School of Business at Babson College in 2012.
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