Our New Team Member Nina Falci Client Operations Coordinator
We are excited to introduce Client Operations Coordinator Nina Falci as a new member of the Washington Wealth Advisors service team. Her responsibilities are both client service and operations related to ensure an overall exceptional client experience.
“Nina brings a wealth of knowledge to WWA. We are thrilled to have Nina and her many talents on board as a part of our team,” shared Maura.
Nina will manage WWA’s relationship with our recommended custodian Fidelity, serve as liaison between clients and Fidelity, and manage the onboarding process for all new clients and the setup of new accounts. So, if you need to access your funds, add bank information, change your beneficiary, initiate a rollover, get your tax documents, or have other account needs, Nina is your go-to team member.
Todd explains, “Nina's operations experience will be a great compliment to the WWA team! We are excited to have our clients engage with her to address all their account needs.”
Nina previously worked in Human Resources as an Employee Benefits Specialist in the corporate world, and as a Scholarship Specialist for a foundation. “Each of those functions is, essentially customer service, just wrapped a bit differently. Helping people, guiding them through transactions, and demystifying processes is part of my DNA,” says Nina. She graduated with a BS degree from University of Maryland College Park and earned her Certified Employee Benefits Specialist designation from the International Foundation of Employee Benefits Plans.
Outside of the office, Nina enjoys connecting (real or virtual) with family, keeping her financial and administrative house in order and serving as a newsletter and website editor/publisher for her congregation.
When asked to share a unique quirk about herself, Nina laughs, “Creating and working with Excel spreadsheets brings me joy. To quote a friend, there are very few problems which a solid spreadsheet cannot solve.” We love this about her! She continues, “I also enjoy word puzzles and games. My husband learned all my defensive Scrabble moves, so beating him now is much tougher than it used to be!”
We appreciate getting to know Nina and know you will too!
About Washington Wealth Advisors
Washington Wealth Advisors is an independent registered investment advisory firm serving high net worth families and small businesses. We focus on holistic financial planning and comprehensive investment management. Leveraging our core strengths of unbiased, active investment management together with a detailed annual financial planning capability, we serve your comprehensive investment and financial planning needs.