Diana Valzania

Client Service Associate

Diana's Story

Diana joined the firm in 2016 and has 15 years of financial services and insurance industry experience. She serves as a Client Services Administrator for our Individuals & Families. Diana’s reputation as a reliable and trustworthy resource makes her a key person on our team.

Diana is often our client’s first point of contact, which allows her to set the positive impression and tone due to her professionalism and impeccable attention to detail. Some of her roles and responsibilities include:

  • Assisting clients with all new business, including account applications, trade orders, transfers, and 401(k) rollovers.
  • Handling client requests, questions, and concerns.
  • Completing account transactions and paperwork.
  • Generating client reports for our advisors, including asset allocation reports, portfolio performance reports and updated financial planning documents.

Because of her background, Diana’s understanding of the client and account processes allow her to execute her role seamlessly. Diana works with clients on a wide variety of matters from opening accounts to processing trade orders, rollovers and transferring of funds. She is known for her honest and friendly approach and puts the needs of our clients first, which she demonstrates through her dedication and responsiveness.

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