- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Vice President and Senior Managing Director of both the Delray Beach and Boca Raton offices, she oversees a joint team of professionals who serve high net worth individuals, families, businesses, and institutions with comprehensive wealth management services. This includes incorporating investment management, trust and banking solutions. She has over 30 years of experience in the industry.
Experience
Before joining Northern Trust in 1997, she started her banking career in Charlotte, N.C. with First Union completing the Commercial Management Training program before moving on to various positions. She also spent 2 years with Merrill Lynch in Ft. Lauderdale.
Community Involvement
She currently serves on the following Board of Directors: Bethesda Hospital Foundation and the Achievement Centers. Previous Board positions include Delray Beach Historical Society, Delray Beach Chamber of Commerce, Old School Square (Secretary), an Bethesda Corporate Partners (Chairman).
Joined Northern Trust
1997
Education
B.S.B.A degree in Finance from the University of Florida.
Credentials
Certified Financial Planner
Delray Beach
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770 East Atlantic Avenue
Delray Beach, Florida 33483