Advisor Profile

Naomi is a Senior Associate, Wealth Management at Choreo, supporting the teams in Fort Lauderdale, FL.  She has 30 years of client service experience in the financial services industry, supporting advisors at top-tier firms including Merrill Lynch, Morgan Stanley, UBS, Edward Jones, and Merrill Lynch International Bank (Cayman). Naomi is an expert in delivering high-touch service to high-net-worth individuals and institutional clients, ensuring seamless account management and superior client satisfaction. She is also skilled in onboarding new clients, maintaining compliance with industry regulations, and managing operational processes in a fast-paced brokerage environment.

Naomi has a proven track record in resolving complex client issues, executing trade requests, processing account transfers, and coordinating with internal departments to ensure timely resolution.  She is adept at utilizing multiple financial platforms and CRM systems to support financial advisors and streamline service delivery.

Naomi has been recognized for professionalism, attention to detail, and a client-first mindset across both domestic and international banking platforms. Outside of work, Naomi enjoys spending time with her family as well as playing tennis, and hiking.