Fiona is our clients’ 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, she strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly.
Fiona grew up in Clearwater, Florida. She is a graduate of the University of South Florida and obtained her Bachelor of Arts in Business Administration degree 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 museums or to the beach or attending the kids’ soccer and ballet recitals.