Diversity Reboot Summit

Financial Conversations LGBTQ Couples Need to Have

This event has ended. You can watch the recording here.
Financial Conversations LGBTQ Couples Need to Have

As a wealth advisor, Barbara Bilello's main focus is working with same-sex couples arrive at holistic strategies in which investment management and trust and estate planning are intertwined. For this conversation, Barbara will share her expertise on savings and spending, lifestyle goals, and investment styles through an LGBTQ+ lens. While this conversation will focus on same-sex couples, insights Barbara will share are universal. For this conversation, Barbara will be joined by River Nice, owner and financial planner of Be Intentional Financial, a virtual financial planning firm that specializes in working with LGBTQ+ individuals and families.

Meet The Speakers

Barbara Bilello
Barbara Bilello
Wealth Advisor, RegentAtlantic
I am a private wealth advisor who specializes in providing tailored services and advice designed to meet the financial objectives of high-net worth-clients and their families. I partner with my clients in order to define and pursue their unique wealth management priorities and to create customized strategies crafted to meet the demands of significant wealth, not only for the current generation, but for successive generations as well. I provide a holistic, balance sheet management approach, naturally intertwining the roles of investment management and trust and estate planning.
River Nice
River Nice
Owner & Financial Planner, Be Intentional Financial

River Nice (they/them) is the owner and financial planner of Be Intentional Financial, a virtual financial planning firm that specializes in working with LGBTQ+ individuals and families. River teaches financial education courses and workshops, and works with a select number of private clients. They're based in Philadelphia, PA, and work with folks all across the US