Evelyn’s responsibilities at Gold Family Wealth include establishing and maintaining effective working relationships with our family of clients. She is instrumental in helping clients by preparing their paperwork, opening accounts, processing transfers of funds and helping answer the day to day questions clients have and referring them to Michael or an advisor on the team when necessary. Additionally, Evelyn help’s coordinates Michael’s meetings, workshops and assists in special client events. She prides herself in striving for accuracy and efficiency in all she does. In addition to all the above, Evelyn’s personable, friendly and eager to help each client relationship helps drive an amazing client experience.
Evelyn joined Gold Family Wealth in 2020 as a Client Service Associate. She transitioned into Wealth Management and Financial planning after 25+ years as a legal secretary at various law firms in New York City where she was responsible to provide administrative, clerical and computer support to two (2) partners, two (2) associates and one (1) paralegal. Additionally, she was the client’s first point of contact and liaison between the clients and the attorneys.