Linda has been greeting and developing relationships with Valenti Wealth Management clients since she joined the firm in 2005. As a Receptionist and Administrative Assistant, she is a primary contact for our clients and a familiar face when they visit.
She is responsible for maintaining our office records along with many other administrative and business functions, helping to ensure that everything runs smoothly. Her familiarity with our clients allows her to efficiently answer many account inquiries. She also corresponds with our clients via email, sets appointments and directs clients to the appropriate staff member as needed.