I am a Client Service Representative, working closely with clients and the advisory team to prepare and process any paperwork required to fulfill requests. I graduated from George Mason University with a Bachelor of Arts degree in Government and International Politics. I've been working with D'Orazio Wealth Advisors, Inc. since early 2018. Prior to joining the firm, I was a Legal Assistant for Bergstrom Attorneys, which provided me with hands-on experience in the estate planning process. When I'm not working, I like to read novels, paddleboard on the Chesapeake Bay, and spend time with my family. I'm a great contact to assist with the implementation of any and all advisor recommendations.
What makes D'Orazio Wealth Advisors unique?
Our flat rate fee structure and our comprehensive services that include tax planning and help with real estate purchases.
How is D'Orazio Wealth Advisors different from other places you've worked?
There is a team-like atmosphere where voices are heard.
How would you describe D'Orazio Wealth Advisors in one word?
Collaboration
What's something you do every morning without fail?
Check my email
What do you value most in your friends?
Feeling comfortable around them
Comedies or dramas?
Dramas
Cats or dogs?
Dogs
Beach or mountain vacation?
Mountain
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.