Ada joined BLB&B Advisors in 2018 and has over 10 years of experience in the financial services industry. As a Financial Planner, Ada is responsible for preparing comprehensive goals-based financial plans for clients including retirement projections, estate planning analysis, social security claiming analysis, risk management analysis, and needs analysis.
Prior to joining our firm, Ada served as a Senior Client Service Associate in portfolio management in Glenmede’s Philadelphia office, where she assisted relationship managers in providing goals-based wealth and investment management advice, solutions and administration. Prior to Glenmede, she was a Trust Administrative Officer at U.S. Trust, Bank of America Private Wealth Management in both New York City and Chicago, where she resolved all operational, technical, and discretionary issues encountered in the daily management of the trust officer’s book of trusts, IRAs, and investment management accounts for high net worth individuals.
Ada graduated magna cum laude from the University of Notre Dame with a Bachelor of Arts degree in Political Science and Arabic Studies and is a CERTIFIED FINANCIAL PLANNER® professional.
Ada is originally from Chicago. She currently volunteers with the Junior League of Philadelphia and enjoys good food, event planning, and traveling.