Fiona is your first point of contact here in the Space Coast office for day-to-day account administration: opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.
With more than 15 years of financial services experience, Fiona strives to ensure that our clients’ administrative and operational needs are handled promptly and accurately. Fiona began her career as a registered client associate with Wells Fargo Advisors in 2005.
Fiona grew up in Clearwater, Florida. She is a graduate of the University of South Florida, where she earned a Bachelor of Arts in business administration with a major in marketing.
Away from the office, Fiona enjoys spending time with her husband, John, and their children, Liam and Rowan. They like to stay active, whether it’s going to the museums and the beach or attending their kids’ soccer and ballet recitals.