“I enjoy managing the different aspects of setting up new accounts, efficiently addressing client requests and training opportunities with the team, which keep us meticulous in our business.”
Evita serves as Aspect’s Client Services Manager supporting the firm’s advisors with account creation, fund transfers, account maintenance and oversee all aspects of Client Service Team. Leading the front lines in client services, she is focused on providing each client with a personalized experience amidst avid collaboration with Cetera Wealth Services, formerly Cetera Advisor Networks, Pershing and other involved firms modeling top tier service to ensure accuracy for each account. She thoroughly explains information required to prepare client paperwork, seeing the process through fruition, all the while liberally doling out to everyone she communicates with huge portions of “the AWM love”. Having a seasoned resource like Evita helps bring clarity in what can seem like a complicated process.
Prior to moving to San Antonio and joining Aspect, Evita served as Vice President and Trust Officer for Border Capital Bank (formerly McAllen National Bank) for 10 years, though her knowledge with personal trusts, irrevocable life insurance trusts (ILIT), court-created trusts and employee benefits was obtained while she was part of J.P. Morgan Chase Private Banking in McAllen. She is also fluent in Spanish.
Most evenings, after Evita gets off work, she reverts to her medical training days as she administers home hemodialysis to her husband. She loves spending time with family and friends as well as reading fictional books, plus what her family calls Evita’s “no-nonsense” books. She can be found dabbling at sewing, gardening, creating gifts for her family or trying out new recipes on the weekends.