Inés Andino
Client Services Manager
As Client Service Manager, Inés plays a pivotal part in managing your account operations, including the seamless facilitation of forms, distributions, and contributions. From ongoing communications with you to ensuring the highest standards of service, Inés handles each interaction with the utmost confidentiality and professionalism.
Inés brings with her a wealth of experience, having spent six years in the industry, notably with Merit Financial Advisors, Strategic Financial Partners, and most recently at Morgan Stanley as the Operations Lead and Senior Client Service Associate.
Inés’ extensive background in operations and track record for fostering relationships along with her attention to detail, passion for client service, and strong interpersonal skills make her a tremendous asset to the team.
On a personal note, Inés is not only dedicated to her professional growth but also to her family and community. She enjoys spending time with her three college-aged children and has a passion for charity work, event planning, and marketing. Outside of the office, you might find her at the gym, hiking, or hosting gatherings. And as a devoted fan of the Miami Dolphins, she's excited about the upcoming Super Bowl – #FinsUp!