As a Senior Registered Client Service Administrator at W3 Wealth Management, I work alongside Stephen M. Catalano, Managing Partner, to support clients through every step of their investment service journey. With over 20 years of industry experience, I bring a deep understanding of financial services and a commitment to delivering a seamless and efficient experience for each client.
I serve as the primary point of contact for investment-related service items—from account setup to ongoing support—and take pride in providing a concierge-level experience tailored to each client’s needs. My goal is to ensure that every interaction is handled with care, professionalism, and attention to detail.
