Rudy Blosio, CFP^®

Rudy Blosio, CFP®, joined the firm in 2023 and is a Client Associate partnering with three Wealth Advisory teams within Private Wealth. Rudy is responsible for supporting Private Wealth Advisors and assisting clients with account opening, transaction support, and day-to-day inquires. Before joining the firm, Rudy spent five years working as an Associate Wealth Management Advisor for a wealth management team within Northwestern Mutual. His responsibilities included advising and servicing clients, trading, and creating asset allocation plans. He was also the team lead on Required Minimum Distributions and charitable giving. Rudy is a CERTIFIED FINANCIAL PLANNER™ professional and is Series 7 and Series 63 licensed. He graduated from Bryant University with a Bachelor of Science and Business Administration in Finance and Economics.