Gloria joined the Nautica Wealth Advisors team in March of 2018. As a Service Assistant, she will provide support to the advisors. This includes preparing documents, processing transfers, asset movement and performing client account maintenance.
Gloria started her career as a Client Service Assistant. She took some time off to raise her family and is excited to be jumping back into the industry.
After moving to California from New York, Gloria took up running for the first time in her life. She likes short races, a 5k or 10k, and prefers the variety found in triathlons. She has completed three sprint triathlons, two in Mission Bay and the other in Encinitas.
In her spare time, Gloria enjoys traveling with family, cheering on her three boys at their sporting events, trying out new restaurants with friends and weekend getaways with her husband.
Getting to know Gloria
Favorite Food: Sushi
Favorite Quote: “Be yourself. Everyone else is taken.” -Oscar Wilde
Favorite TV Show: The Amazing Race; I haven’t missed a season!
Favorite Holiday: Christmas
Bucket List: Visit Australia, New Zealand, Iceland and Peru