Client Service Associate
MJ is a highly experienced Client Service Associate based in Jupiter, Florida, with over 20 years in banking and financial services. Specializing in private wealth management, she has dedicated much of her career to delivering personalized, high-touch support and white-glove service to ultra-high-net-worth clients. Known for her proactive approach, keen attention to detail, and unwavering commitment to client satisfaction, MJ excels at building lasting relationships and earning trust through consistent, responsive service. She holds a degree in Business Administration with a focus on Finance and maintains her FINRA Series 65 license. Outside of her professional role, MJ is passionate about giving back and is actively involved in her local community.