Ursula Marisol Chavez
Senior Registered Client Service AssociateUrsula plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing a client-focused experience while helping advisors do the best job possible.
Before joining our team in March 2021, Ursula was a senior registered client associate at Wells Fargo Advisors and a senior service registered associate at Citigold Private Client. She holds Series 7 and 66 securities licenses.
Originally from Lima, Peru, Ursula lives in Miami Springs, Florida, with her children, Rebecca and Natalia. In her free time, Ursula enjoys outdoor activities and spending time with her family and friends.
