Nina welcomes the opportunity to focus her efforts as Client Operations Coordinator on both client service and operations related to ensure an overall exceptional client experience. Her primary mission is to manage our 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.
Prior to joining WWA, Nina 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 are part of her DNA. 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. In addition, she helps communicate and participate in several activities which provide provisions to food insecure families in Fairfax and Loudoun Counties.
Nina’s friends know that creating and working in spreadsheets brings her such joy. So, having a position that allows her to work within our various online applications to support our clients’ needs and even to enhance their know-how when using these powerful tools is a win-win! She is proud to be a part of our team where our advisors - as fiduciaries - provide sound and unbiased advice to clients.