Our New Team Member Nina Falci Client Operations CoordinatorSubmitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on April 29th, 2020
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.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Washington Wealth Advisors, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Washington Wealth Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Washington Wealth Advisors, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Washington Wealth Advisors, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Washington Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Washington Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.