As a client services associate, Nubia helps to ensure that our clients have their account and other related needs met. This includes helping you understand statements, reading reports, opening an account and calendaring an appointment.
Nubia has 15 years of experience in the financial services industry, including retirement plans, domestic and international brokerage and advisory services. She holds a Bachelor’s Degree in Business Administration, concentration in both Finance and Business Management.
Nubia has a five year old son, whom she loves to spend time with. Afternoons are usually busy taking her son to soccer and swimming. She greatly enjoys Spinning, Zumba and loves to travel the world with her husband and now with their son.