Evelyn Quintana

Evelyn has been a South Florida resident her entire life and grew up in Margate, Florida. With over 20 years of experience in the financial services industry, she brings extensive operational knowledge and a deep understanding of client service to our team. Prior to joining our firm, Evelyn worked as an Operations Manager for several financial firms, where she developed a strong reputation for organization, efficiency, and exceptional client care.

Evelyn works alongside Elliot, serving as the backbone of our day-to-day operations. She manages our client services and is often the first friendly voice you'll hear when calling our office. Evelyn takes pride in helping clients navigate paperwork, account needs, and any questions that arise, ensuring every client receives prompt and attentive support.

Outside of the office, Evelyn enjoys spending time with her daughter and her three grandchildren, whom she sees every weekend. She also loves bike riding, reading, and spending time with dogs - sometimes even more than humans.