Chloé Briel leads complex planning initiatives and is a key partner in the Plymouth-based wealth management firm’s thought leadership efforts. Recently, she played a significant role in the rollout of new planning packages; she anticipated questions, built resources, and organized training with partners. She also has helped design planning deliverables with an aim to make complex strategies more accessible, and she has shared that work through internal client webinars, external presentations on health care in retirement, and the Invest in Women conference in Boston. She is also known as an organized leader, offering weekly recaps, clear next steps, and steady guidance to keep teams aligned.