What has inspired you to stay at Bernstein for as long as you have?
I have worked at Bernstein for the last several years because of its culture. As an employee of the firm, you have the opportunity to immerse yourself in a team-oriented approach to deliver the best outcomes for our clients. I’ve also thoroughly enjoyed the state-of-the-art training program, and the learning never stops throughout your career here. I am truly challenged each day and have had the opportunity to learn from some of the best colleagues in the industry, which has been crucial to my success. I’m excited to come to work each day, knowing I have the opportunity to offer solutions and make an impact on the lives of my clients.
What is the most fulfilling aspect of being an advisor to your clients?
To me, wealth management goes far beyond investment returns and world-class research. It’s essential to connect with my clients personally and understand their unique financial goals and aspirations. It’s incredibly rewarding to be able to provide each of them with tailored advice and guidance that helps them realize their dreams and live the life they desire. Being a financial advisor allows me to make a positive impact on people’s lives and help them achieve their financial goals. It’s a privilege to be a trusted partner and friend for my clients, and I feel grateful every day for the opportunity to help others in this way.
Who has been the most influential person in your life?
My mother is the most influential person in my life because of her unwavering support and encouragement through thick and thin. Growing up, she always believed in me and pushed me to pursue my passions, even when they seemed impossible to obtain. As I grew older, she continued to be my biggest cheerleader, offering guidance and advice to help me navigate some of life’s toughest times.
One of the most impactful moments in our relationship came when I was struggling with a difficult decision about my career. I was torn between staying in investment banking or following my heart into wealth management. My mother listened as I talked through my options and fears, and then she said, “Life is too short to do something you don’t love. Follow your heart, and the rest will fall into place.”
Today, I am living a life that I love, and I owe so much of that to my mother. Her influence has shaped me into the person I am today, and I am forever grateful for her love and support.