In her role as a Client Relationship Associate, Adelaida “Addie” is responsible for ensuring an exceptional client experience, assisting with onboarding, account servicing, and ongoing relationship management. Addie works closely with the advisory team to provide seamless support and is often a client’s first point of contact, valued for her responsiveness and attention to detail.
She brings over five years of experience in the financial services industry, previously serving as a Private Banker with Truist Bank. Throughout her career, Addie has built strong and lasting relationships by combining her great listening skills, servant mentality, and dedication to client care.
Raised in Naples, Florida, Addie proudly considers the community her forever home. Outside of the office, she enjoys morning walks and spending time with her two daughters, Meleina and Amaya, along with their Schnauzer mix, Lala. A unique fact about Addie is that she is trilingual, speaking English, Spanish, and her native Nu Savi language.
