What is the most fulfilling aspect of being an advisor to your clients?
The most fulfilling part of my work is building long-lasting relationships based on trust and integrity and helping my clients find meaning in the wealth they have accumulated. For my clients, it is more than just the numbers. I am passionate about empowering them to make informed financial decisions. Ultimately, we partner to help achieve their goals according to their unique values and priorities.
What has inspired you to stay at Bernstein for as long as you have?
I enjoy working at Bernstein because of the people and the culture. My tenure at the firm is a testament to my belief in the firm’s values and the pleasure of working with the most driven, caring and smart people in wealth management. My team and the people at the firm have become part of my innermost circle. Amongst other things, we share one common value: doing the right thing for our clients.
What kind of experience do you offer to your clients?
Wealth comes with many complexities and challenges. Each client has different aspirations for their wealth and a unique background. I aim to connect with my clients on a personal and meaningful level to help them uncover the purpose of their wealth. Then, we work together on a customized plan to provide them with a strong sense of confidence and ensure that our tailored strategy remains aligned with their objectives over time.