Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager


Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Since joining our firm in March 2022, Melanie has been an invaluable asset to our team, demonstrating unwavering dedication and passion for excellence in everything she does.

Throughout her time with us, Melanie has shown a remarkable commitment to personal and professional growth. Her continued pursuit of knowledge and desire to lead projects that enhance our client service experience are truly commendable.

As Client Service Manager, Melanie will be instrumental in leading and developing our client service team, and supporting the advisory team in their delivery of financial planning strategies to our clients. 

Please join us in congratulating Melanie on her well-deserved promotion! We look forward to her continued contributions and success in this new chapter of her career with us.

To learn more about Melanie, read her recent employee profile, here: https://bit.ly/3Qotc4w 

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