Diana Slopow joined the Black Pearl Wealth Management team in 2023, bringing with her a wealth of experience from her previous positions at Morgan Stanley and Wells Fargo. With a background in business administration and finance, Diana provides individuals and business owners the knowledge to make well-informed choices regarding their financial future. Utilizing detailed wealth planning and budgeting models, Diana works with clients on mapping out solutions to help guide them on the right path to success.
As part of the Black Pearl Wealth Management team, Diana works closely with Tammy Haygood, the Managing Director, to offer tailored financial advice and strategies to clients who are pushing the boundaries in their respective fields. From individuals and business owners to those excelling in the realms of music, design, food, and visual art, Diana's primary goal when working with clients is to empower them and provide peace of mind by offering customized financial solutions that are aligned with their goals and aspirations.
Her commitment to building strong relationships is evident in her approach, as she takes the time to truly understand her clients' needs and develop personalized strategies to address their current financial requirements and achieve their long-term goals. Diana's willingness to go the extra mile is a key part of her approach, as she provides the level of service and attention that her clients expect and deserve.
Diana is an active member of her community, engaging in volunteer work and food drives aimed at alleviating hunger. As a food enthusiast, she enjoys exploring local restaurants and spending quality time with her friends and family.