A Wealth Management Journey: Growth, Guidance, and Gratitude
In the summer of 2023, I shared a vision for my future with a loved one that one day, I would become an investment analyst. Her response was both unexpected and encouraging. She paused, pulled out her phone, and began recording, asking me to repeat my words so I could one day reflect on how far I had come. That moment became a turning point, solidifying my commitment to achieving this goal.
From capturing memories as a photographer for weddings and events to making strategic investments within the cryptocurrency market, I worked tirelessly to fund my education and position myself for success. These efforts enabled me to pursue my bachelor’s and master’s degrees, all while remaining debt-free—a testament to the determination and resilience driving me forward. Yet, even with the groundwork I had laid, I knew that achieving my aspirations required an opportunity to prove what I could do. In September 2024, that opportunity came to life when Alaska Wealth Advisors welcomed me into their internship program, opening the door to a transformative chapter in my journey.
Stepping into the world of wealth management, I quickly realized there was so much more to learn beyond the lines of my college textbooks. This internship was not just a chance to build technical skills—it was an opportunity to work alongside some of the most talented and passionate professionals I have ever met. Their willingness to teach, guide, and invest in me was nothing short of inspiring.
I was fortunate to be mentored by Nic Cohen and Nicole Squires, who exemplified what it means to be trusted advisors for their clients. They helped me understand the delicate balance of growing and protecting client portfolios, always emphasizing the importance of aligning strategies with clients’ long-term goals. Observing how they communicated with clients, built trust, and instilled confidence was an education in itself.
On the technical side, I gained valuable insights into financial planning and analysis, investment research, and portfolio management. I was introduced to advanced software tools like MoneyGuide Pro, Orion, and Salesforce—programs I had never used before. At first, the sheer volume of learning seemed overwhelming, but I never felt alone in the process. Nicole Squires and Zoe Moorman patiently guided me through modeling quantitative data related to portfolios, teaching me the importance of precision and clarity in every task.
Each day brought new challenges and growth. Whether I was contributing to financial plans or conducting investment research, I was always encouraged to take the initiative and ask questions. The team’s collective support gave me the confidence to step outside my comfort zone and embrace every learning opportunity.
As my internship with Alaska Wealth Advisors draws to a close, I am honored to have accepted an opportunity with Alaska Permanent Capital Management (APCM), beginning in January. This marks an exciting step forward in my journey toward becoming an investment analyst, bringing me closer to realizing a long-held aspiration. This achievement would not have been possible without the unwavering mentorship and guidance of Nic Cohen, Nicole Squires, Aracelis Bell, and Zoe Moorman. Their expertise, patience, and encouragement went beyond teaching technical skills—they instilled in me the mindset and confidence needed to thrive in a competitive and dynamic industry.
I am deeply grateful to Alaska Wealth Advisors for providing a space to learn, grow, and develop not only as a professional but also as an individual. This transformative experience has equipped me with invaluable lessons and memories that will guide me as I embark on the next chapter of my journey.
Japheth Taylor
Wealth Management Intern
Alaska Wealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, both of which are available upon request. Material presented has been derived from sources considered to be reliable, but accuracy and completeness cannot be guaranteed.
