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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA

Taunya Villicana
Founder/CEO at Aspirational Wealth Management
Speaker

Profile

Taunya is a native Tucsonan. She began her career with Merrill Lynch and has been in the industry since 1991. She was recruited by Dean Witter in 1996 and then, Morgan Stanley. Taunya was awarded the Regent’s Scholarship and attended Arizona State University. Taunya has been nominated for the LPL Advisor Catalyst Award. She holds the following security registrations with LPL Financial: Series 7, 65, 63, 31, Insurance and is an LPL Investment Advisor Representative in numerous states.

Agenda Sessions

  • Data Centers: Convergence of Family Offices, Technology, & Future Investment Trends

    3:25pm