"Our chief want in life is somebody who can make us do what we can."
Ralph Waldo Emerson
Vandna is responsible for our client operations and supporting our advisory team. She’s a liaison between our back office and the GMW operational support. Her countless contributions include data gathering, paperwork preparation, document management, and the underlying implementation of our recommendations.
With over 15 years of experience working with high net worth clients, and 20 years in the industry, Vandna plays an integral part in providing pleasant client experiences. She has the Registered Senior Client Associate designation and previously worked in New Jersey and Boston at Bank of America, Merrill Lynch, and Wells Fargo. As a Senior Client Associate, she obtained her Series 7, 66, and Life and Health licenses to provide operational support to multiple advisors. Vandna earned her bachelor's degree from Lesley University in Boston. She plans to earn the Certified Financial Planner® designation to evolve her knowledge base and skill set further.
Vandna is an active community leader and has driven campaigns like United Way and One Coat Drive. She volunteers at local food pantries, her neighborhood schools, and assists in community blood drives. At her core, Vandna is a nature and music lover. She loves spending time outdoors skiing, hiking, and biking with her husband and daughter. In her spare time, Vandna also enjoys baking and decorating cakes for her friends and family.