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Krista Brancato

Associate at Integrated Wealth Concepts LLC

Boca Raton, FL , United States

About

Krista Brancato is currently an Associate at Integrated Wealth Concepts LLC, based in Boca Raton, FL. In her role, she provides financial advisory and wealth management services, supporting client relationship management and strategy execution. While specific investment sectors or asset classes under her coverage at Integrated Wealth Concepts LLC are not explicitly listed in publicly available records, the firm typically focuses on holistic wealth solutions, likely including equities, fixed income, and alternative investments for high-net-worth individuals and families.

Krista's career background includes her ongoing tenure as an Associate at Veritas Financial Partners since 2012, where she has gained experience in financial services, client engagement, and operational support[LinkedIn]. Earlier in her career, she served the Boys & Girls Clubs of Central Florida as a Program Assistant, developing skills in leadership and program implementation.

She holds an MBA in Operations Management from Florida Atlantic University and a Bachelor’s degree in Psychology from the University of Central Florida[LinkedIn]. Krista is recognized for her strong analytical abilities, relationship-building skills, and commitment to providing tailored financial solutions, though specific notable industry achievements are not widely publicized at this time.

Career History

OrganizationRoleDate RangeDetails
Veritas Financial PartnersAssociateJun 2012 to Present
Boys & Girls Clubs of Central Florida21st Century Program AssisstantNov 2011 to Apr 2012
Boys & Girls Clubs of Central FloridaProgram AssistantMay 2011 to Nov 2011
Barnes & Noble CollegeOnline Department Seasonal Sales AssociateJul 2010 to Apr 2011
Victoria's SecretSales AssociateMay 2009 to Jul 2009

Education

Florida Atlantic University

Master of Business Administration, Operations Management

2014 2015

University of Central Florida

Bachelors, Psychology

2008 2012

Others at Integrated Wealth Concepts LLC (2)

NameRoleLocation
Caitlyn Nelson
Caitlyn Nelson
Head TraderBoston, MA , United States
S
Stephen Kolano
CIOHamilton, MA , United States

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