Sadia, Financial Advisor

Sadia brings a wealth of experience and knowledge to her role as a financial professional. A client-focused approach helps to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. She works closely with clients to develop customized financial strategies that incorporate investments, retirement strategies, and college planning strategies. In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review strategies, reconfirm financial goals and make adjustments as economic or lifestyle conditions require. She lived most of my life in New York City and started her career working on Wall Street for Thomson Reuters. Since she moved to Florida in 2003, she has worked in both the capital markets sector and financial /insurance sector. She also volunteered at the Mayo Clinic in Oncology, and with United Way (Real Sense) working with low income communities on the importance of financial stability and helping them manage their money better.

Fincial Advisor services include:

  • Strategic approach to capital markets
  • Strength of full-service offerings and broad and deep industry expertise
  • Provides world-class resources and support to help run their business on their terms
  • Our business is people and their financial well-being
  • Advice based solely on your best interest
  • Help you prepare for life’s major financial milestones