Arianna provides valuable support for our advisors and team, keeping clients’ investment accounts maintained, updated, and organized. She also plays a key role during the onboarding process, helping new clients transition or open their accounts with our firm. She is passionate about fostering a positive and stress-free experience for both clients and colleagues, and she works diligently to keep tasks off others’ plates. With her attention to detail and appreciation of the bigger picture, she is skilled at providing proactive service throughout the client journey.