Client Advisory

Biography

Linda manages wealth management operations for her team and supports clients with attentive, day-to-day service. A dedicated relationship builder, she is committed to delivering an exceptional client experience grounded in responsiveness, trust, and care.

Prior to joining Cerity Partners, Linda most recently worked at UBS Financial Services Inc. as a Senior Client Service Associate and Coach. Earlier in her career, she held private banking roles at several prominent financial services firms. She has more than 25 years of wealth management experience. Linda holds Series 7 and
63 securities licenses and attended Montclair State University, where she studied vocal music and elementary education.

Outside the office, Linda enjoys a dog mom life traveling, especially to the beach, singing karaoke, and cheering on her favorite professional sports teams.

Education

  • Linda attended Montclair State University, where she studied vocal music and elementary education

Highlights

  • Series 7 License
  • Series 63 License

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