As a CERTIFIED FINANCIAL PLANNER™ professional, Selene is dedicated to helping clients achieve their unique goals and feel confident and connected about their financial future. Prior to joining Alex. Brown in 2023, Selene was at Jefferies’ Private Wealth Management team, where she partnered closely with advisors to deliver personalized and comprehensive wealth strategies to ultra-high-net-worth clients. She believes in the holistic approach to financial planning and the importance of asking the right questions to understand the client’s needs. She specializes in retirement and cash flow planning, trust and estate planning, intergenerational wealth transfers, and executive services such as restricted stock/option strategies. She earned a Bachelor of Science in economics from the University of Pittsburgh with a pre-med concentration, where she was actively involved in student clubs and organizations including the Pitt Finance Club and Women in Business. Her hobbies include surfing, snowboarding, and Pilates. She currently resides in New York City, where she enjoys exploring new restaurants and spending a day at an art museum on the weekends.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.