Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our team in September 2019 and is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
“Niamh joins our firm at a unique and exciting time for Financial Symmetry. Our senior client service associates, Haley and Darian, are getting ready to sit for their CFP® exams soon. While we are thrilled for their next career advancement, we also knew that bringing someone new to our team meant finding a special person that shares their same drive and commitment to client service. We also knew we needed someone that was just as passionate as Haley and Darian are about the financial and wealth management field. As these two women prepare to move into Advisor roles over the next several months, we’re incredibly lucky to have Niamh join us. Niamh’s recent degree in finance and banking has prepared her to put her talents to work, while allowing her to build her career in personal wealth management. Her passion to help others and her ability to learn quickly have already helped us gain efficiencies in the office. We’re so excited she’s with us!” says FSI Operations Manager, Heather Gudac.
Niamh can be reached at firstname.lastname@example.org or 919-851-8200 ext. 216. For more information about Niamh you can visit her bio.