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Grace O. is a financial planning professional with extensive experience in wealth management and financial advisory roles. Currently serving as a Financial Planner at Townsend since November 2022, Grace has also held the position of Wealth Management Associate at CUSO Financial Services, LP since April 2017 and previously worked as a Financial Advisor within the same firm at Advantis. Prior experience includes a role as a Sales Support Associate at JPMorgan Chase & Co. and a Marketing Analyst at Fisher Investments. Grace's career began with an internship as a Brand Ambassador Coordinator at American Student Assistance. Grace holds a Bachelor of Science in Marketing from Bentley University, completed in 2013, with a Liberal Studies Major in Ethics and Social Responsibility.