Silvia Ortiz

Private Client Services

(619) 698-4330 ext. 2

(619) 698-0430

“My every day goal is to simplify tasks to make it easy for our clients and colleagues to do business.” 

 

 

Silvia joined the firm in 2017 and brings unparalleled client service to the team. Silvia had eleven years working in the banking industry and decided to join our firm after learning that Blue Summit Wealth Management was aligned with her own principles and values. 

 

Silvia works hand in hand with Veronica on our Client Service team. She handles client requests, prepares investment account paperwork, maintains client accounts, initiates transfers, updates contribution/distribution info, and supports our advisors with special tasks and projects.   

Outside of work, she enjoys going for runs in nature and spending time outdoors with her husband and two young children. 

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