Ada joined BLBB Advisors in 2018, and has over 13 years of experience in the financial services industry. As a Senior 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. She believes that a successful investment management relationship begins with a customized financial plan tailored to the client’s personal and financial goals.
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. Ada holds the CERTIFIED FINANCIAL PLANNER™ designation and the Registered Social Security Analyst credential and is a member of the Financial Planning Association (FPA) of the Philadelphia Tri-State Area.
Ada is originally from Chicago. She currently volunteers with the Junior League of Philadelphia and enjoys Harry Potter, good food, event planning, and traveling.