James Pratt-Heaney and the Role of Financial Education in Early Investing and Generational Wealth

Financially informed clients may be better positioned to understand the rationale behind planning and investment recommendations. James Pratt-Heaney, a founding partner of Coastal Bridge Advisors in Westport, CT, brings more than 30 years of financial services experience to that conversation, with a professional background spanning financial analysis, market research, wealth management, and client…