Audrey Thornton, CFA, CFP, is a seasoned financial advisor dedicated to helping families build and preserve wealth across generations. With a strong foundation from Columbia University, Audrey specializes in crafting comprehensive strategies for intergenerational wealth transfer, ensuring smooth transitions and lasting legacies. She understands the unique challenges and opportunities families face when planning for the future, offering tailored guidance on investments, estate planning, and philanthropic endeavors. Audrey believes in fostering open communication and building enduring relationships with her clients, empowering them to achieve their long-term financial goals. Outside of finance, Audrey enjoys connecting with her heritage through language and is fluent in five different regional dialects of Hindi.
💡 Fun Fact: I can speak five different regional dialects of Hindi.
