Angela is a Senior Client Service Manager with Cyndeo Wealth Partners. She uses her extensive experience in Wealth Management to ensure the seamless coordination of services as well as the implementation of client’s financial strategies. As a primary point of contact, she responds to all administrative and operational client requests ensuring they receive the highest level of service possible.
Angela has worked many years in Wealth Management, beginning her career in 1994 with Merrill Lynch, joining UBS Financial Services in 2013, and now Cyndeo Wealth Partners in 2020. Over the years, she has developed valuable skills in the areas of Client Service, Investment Strategy Administration, and Organizational Support. She holds an Associate Degree in Business Administration from Delgado Community College in New Orleans, LA, as well as a Series 7 and 66 licenses.
Angela and her husband Joe, live in St. Petersburg, FL. She has two grown boys and one recent grandchild that live close by. She enjoys spending time with her family and friends in the surrounding beautiful beaches on the Gulf of Mexico and Bay waters.