Xiomara S.
Wealth Management Specialist | AWMA® | Advisor Team Strategist | UHNW Relationship Manager | Supported $7B+ AUM | 95%+ Client Retention
- Role
- Wealth Management Specialist at Merrill Lynch
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Xiomara S.
As a Wealth Management Specialist and Accredited Wealth Management Advisor℠ (AWMA®), I specialize in partnering with financial advisors and their teams to drive strategic growth, enhance client engagement, and deliver exceptional service to ultra-high-net-worth clients.With experience supporting teams managing over $7B+ in assets under management (AUM) and contributing to client retention rates exceeding 95%, I bring a results-driven approach to relationship management, business development, and team strategy. My background spans wealth management banking, client service, and leadership roles across Merrill Lynch and broader financial services.I’m passionate about helping advisors elevate their practice through thoughtful planning, collaboration, and a deep understanding of client needs.Outside of work, I enjoy spending time with family and friends, adventuring with my dogs, and trying new recipes.Let’s connect!
Experience
Wealth Management Specialist
Apr 2022 — Present · Atlanta, GA, US
Education
University of North Georgia
Business
2009 — 2009
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