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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Dr. Naomi Win
Behavioral Finance Analyst at Orion
Speaker

Profile

Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth

Agenda Sessions

  • AI Assembly Keynote Address

    , 12:05pm
    View Session

At this event

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Michelle Winkles, MBA
Partner and Chief Marketing Officer
Mission Wealth

See Dr. Naomi at Wealth Management EDGE

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