Carter Wilcoxson, LaTika Tillis, Private Investments Specialist

LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportunities available within the firm.  She also provides operational oversight for marketing the funds, the subscription process, and coordinating client capital calls. She is a graduate of Baylor University. Interviewed by Carter Wilcoxson