About Naima
With over 17 years of wealth management experience, Naima’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside of the office, Naima loves to travel, enjoys interior design, and spending time outside with her children.
With over 17 years of wealth management experience, Naima’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside of the office, Naima loves to travel, enjoys interior design, and spending time outside with her children.