Client Service Associate
Gloria joined Nautica Wealth Advisors in 2018. She began her career in Client Services with Paine Webber. Her goal is to ensure that the client experience at Nautica Wealth Advisors is exceptional in every way. From document preparation to account maintenance, and assisting Advisors in financial planning, Gloria’s attention to detail and efficient follow through assist her in providing top-level service to Nautica’s clients.
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