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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Sibyl Slade
President & Financial Advisor at IntegriVest Wealth Advisors
Speaker

Profile

Sibyl Slade, CRPC®, serves as the president and financial advisor at IntegriVest Wealth Advisors, drawing upon her extensive three-decade background in finance and banking coupled with economic development. Her expertise caters to executives, small business owners, and professionals. Recognized as one of Investopedia's Top 100 Financial Advisors in 2023, Sibyl prioritizes technology, innovation, education, and regulation in shaping an inclusive, responsible, and personalized client experience.

As a financial services professional, she upholds values such as transparency, integrity, and continuous learning, integrating these principles into her financial planning and investment advisory services. Sibyl established IntegriVest Wealth Advisors to provide clients a successful partnership focused on consumer protection, financial planning, and investment advisory services. Additionally, she contributes thought leadership to the dynamic landscape of the financial services industry. Currently, she is a contributor for Investopedia and has been featured by eMoney and Investment News for her elevated approach to practice management and the client experience.

Agenda Sessions

  • ELEVATE Roundtables

    11:00am