Cindy has worked in the financial services industry for more than 20 years and is driven to pursue the results clients want. She began her professional career in the retail clothing business, and after several years, followed her interest in the stock market. Initially drawn by the energy of the trading floor pit, Cindy learned that she thrives in the financial services industry because of the opportunities to build relationships and trust with clients, and she enjoys her role in helping clients meet their individual financial goals. She’s a proud member of The Friend Group, knowing their clients have confidence in the team to be responsive, supportive, and compassionate. Before joining the RBC Wealth Management team in 2023, Cindy worked as a registered senior client associate with Morgan Stanley Wealth Management and J.P. Morgan Wealth Management and is skilled at managing various responsibilities including administrative and operational needs, client services, and branch functions. Cindy has passed the Series 4, 7, 63, and 66 exams and holds insurance licenses in the following areas: Health or Sickness, Life and Accident insurance.
A graduate of Rider University, Cindy earned a Bachelor of Science degree in management. In 2023, Cindy moved from New Jersey, where she grew up, to North Carolina, where she has family ties in several spots from Winston-Salem to Kure Beach. She loves exploring all the Tar Heel State has to offer. From Duck and Wrightsville Beach to Asheville, Cindy has learned about the state’s rich history, enjoyed beautiful scenery, and sampled the famous North Carolina pulled pork barbeque. When she’s not working, Cindy spends time hiking, tailgating at her son’s lacrosse games at York College, and supporting wildlife advocacy.