In her work as a senior registered client service associate, Naomi has never lost site of the fact that beneath the accounts, money movements, withdrawals, problems to solve, operations to oversee and paperwork, her work is about people and their well-being.
This clarity of purpose helps Naomi stay abreast of the variety of issues that come to her desk as she helps the practice stay organized, efficient and responsive to its clients’ concerns.
“The finances of successful people are, as a rule, complex. To keep it organized, you have to be proactive. You have to get the details right. Doing these is the foundation of building trust.”
– Naomi Abrams
Designations and certifications
- Licensure: Series 7, General Securities Representative Qualification Examination
- Licensure: Series 66, Uniform Combined State Law Examination
- Accredited Asset Management Specialist™
Outside the office
Naomi is originally from Surrey in the United Kingdom and earned her Bachelor of Arts in business administration from Flagler College with a minor in economics and French. In her free time, Naomi is a triathlon enthusiast, enjoying swimming, biking and running, and competing in events. She lives in Seminole and has a son.
Q+A with Naomi
Adventure? Relaxation? Enlightenment? What’s your ideal vacation?
I love adventure vacationing, and I ski with my family once a year. I’m always eager to explore new destinations rather than returning to the same spot year after year.
What’s something you carry in your bag that has solved more problems than people would guess?
A wine key. It can effortlessly open wine bottles at just the right moments.
Crosswords. Pencil or pen?
Colored pencils.
Sticky notes or phone apps?
Sticky notes and notebooks.
How many color-coded layers are on your personal calendar?
Too many, I wish I had more colors.
What’s your go-to comfort movie?
Love Actually
You’re settling in for a long bout of intensely focused work: what’s your best environment?
Freshly brewed tea in my mug, a few snacks that don’t make a mess on my desk, upbeat music playing in the background.
What are your interior design, north stars?
Traditional, collectible.
What’s your fashion power color? Is it your favorite color?
Black and purple is my favorite.
Hire a guy or DIY?
DIY with my neighbor/best friend.
You host your ideal dinner party. How many forks are at each place setting?
One fork. We’re ordering take out, extra red wine.
Accredited Asset Management Specialist™, AAMS® and the AAMS® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.