Private Client Services
(619) 698-4330 ext. 1
“I am committed to providing you with a stellar client experience”
Veronica joined Blue Summit Wealth Management in 1996, thus making her the first official BSWM employee. Her dedication to our guiding principles of pride in our work, respect for others, and clear communication have been a model for all staff members.
She provides support to our advisors which includes preparing and processing investment account paperwork, transfers and distributions, and performing client account maintenance. As the senior member of the Client Service team, Veronica works closely with advisor support team to ensure an outstanding client experience and provide solutions in complex circumstances.
While away from work, Veronica enjoys time with her family, two dogs, crafting and reading.