"Our chief want in life is somebody who can make us do what we can."
Ralph Waldo Emerson
In her dual roles. Vandna is responsible for our client operations and supporting our advisory team with planning related tasks. Vandna is a liaison between our back office and the GMW team. She is responsible for paperwork preparation, document management, and the underlying implementation of our recommendations. As a Paraplanner, Vandna is responsible for gathering financial and Investment information, analyzing tax returns, and creating client deliverables.
With over 16 years of experience working with high net worth clients, and 21 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 double bachelor's degree from India as well as Lesley University in Boston. She recently obtained the Financial Paraplanner Qualified Professional™ designation and is working towards obtaining the Certified Financial Planner® designation to increase her knowledge.
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.