Sofia Villasmil Headshot

Sofia Villasmil Nardi

Registered Client Service Associate
  • Responsible for supporting Financial Advisors with administrative tasks, portfolio management, and compliance requests, ensuring accurate operations and delivering an exceptional client experience.
  • UCLA graduate with foundational knowledge in financial services, holding Series 7, 66 and SIE licenses and bringing a well-rounded, analytical approach to client and portfolio management.
  • Loves reading, snowboarding, and Pilates.