In this episode, Melissa Joy, CFP®, and Julia Carreon, CFP®, discuss why the generation after millennials is set for an imminent demographic transformation. Julia is a managing director at Wells Fargo, with twenty-five years of financial service professional experience and a long track record of ideating and implementing technological innovation.
We will discuss:
- Why the next 10 years will be the largest turnover of generations by the numbers and what that means for wealth management.
- How COVID has accelerated the technological advancements that would be needed for the future generation of wealth.
- What to expect as millennials begin to turn 40 and Gen Z drives consumer spending.
Raymond James is not affiliated with and does not endorse the opinions or services of Julia Carreon or Wells Fargo. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130