Thalia Durand

Client Service Specialist

EDUCATION
Bachelor’s degree
University of Virginia

SPEAKS
English, Spanish

VALUES
Integrity, collaboration, creativity, transparency, empathy

INTERESTS
Wellness, travel


Thalia Durand serves as a Client Service Specialist. She is passionate about providing support to our advisors as well as clients to reach their financial goals through comprehensive planning and strategy. 

Thalia is a proud alumna of the University of Virginia (UVA), from where she graduated with a bachelor’s degree in psychology and sociology.  During her time at UVA she discovered her intertest for the trajectories of trends, behavioral economics, and the social forces at play in business. 

Prior to joining our team, Thalia managed client relations and people operations in various industries. She has experience in training and development, real estate, business development, relationship management, and public relations. Thalia’s diverse skill set, passion for connecting with people, and fluency in English and Spanish make her thrive in multi-cultural environments. 

Originally born in Peru, Thalia moved to South Florida after completing her bachelor’s degree. In her free time, she enjoys traveling around the world, painting, and going to the beach. 


“Client Service is our priority here. We take pride in our commitment to assisting you in navigating your financial journey and are relationship-focused. We believe in delivering unwavering support and transparent guidance to help you achieve your goals and will be there for you every step of the way.”

Blog Posts Featuring Thalia Durand


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