Fiona is your first point of contact for day-to-day administration of accounts, opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Fiona began her career as a Registered Client Associate with Wells Fargo Advisors in 2005.

With more than 15 years of financial services experience, Fiona strives to ensure that our clients’ administrative, and operational needs are handled accurately and quickly.

Fiona grew up in Clearwater, FL.  She is a graduate from the University of South Florida.  She obtained her Bachelor in Arts in Business Administration with a major in marketing. 

Away from the office, Fiona spends free time with her husband, John and their two children Liam and Rowan.  They like to stay active, whether it’s going to the museums or to the beach and attending the kid’s soccer games and ballet recitals.  Both she and her husband are very involved with the St. James Cathedral School and the community.