After a successful career spanning more than two decades in the financial services industry, Claudia returned to the profession to work alongside Bill Fauzio, providing dedicated support to his high-net-worth clients and helping deliver the personalized service that has long been a hallmark of the firm.
Throughout her career, Claudia has held a variety of positions across the financial industry, giving her a broad understanding of investment operations, client service, and fixed income markets. She previously held FINRA Series 7 and 63 licenses and served as a Registered Sales Assistant supporting an institutional trader at UBS before managing the Fixed Income Desk at Thomson Reuters.
In addition to her securities background, Claudia is a licensed Residential Mortgage Loan Officer with a national direct lender. Her diverse experience provides her with a comprehensive understanding of the financial landscape and enables her to recognize opportunities that may enhance a client's overall financial picture. She works closely with the firm's advisory team to help ensure clients receive thoughtful, coordinated guidance tailored to their unique circumstances.
Known for her professionalism, attention to detail, and unwavering commitment to client service, Claudia has built an extensive network of trusted professional relationships throughout her career. She is dedicated to creating a seamless client experience and helping coordinate the resources necessary to support each client's long-term financial goals.