Interview with Dustin Tracy - Wealth Advisor, Part 1

09/12/2024 24 min
Interview with Dustin Tracy - Wealth Advisor, Part 1

Listen "Interview with Dustin Tracy - Wealth Advisor, Part 1"

Episode Synopsis

Shahriar Afshar, executive director of Autism Society San Diego, interviews Board Treasurer, Dustin Tracy, Vice President of Wealth Management at UBS, about planned giving. Hosted on Acast. See acast.com/privacy for more information.