Cecilia serves as Client Services Associate for Wes Battle, working directly with clients to service their accounts and help navigate administrative and operational matters. She is dedicated to creating a seamless client experience and ensuring each client’s needs are handled with care and efficiency.
Cecilia graduated from the University of Houston in 2024 with a degree in Economics. Originally from Houston, Texas, she now enjoys exploring the DMV. Outside of work, she loves spending time with friends and family, reading, and playing tennis.
Cecilia is passionate about financial education and building meaningful, genuine relationships with clients. She is eager to continue developing her expertise, supporting clients in reaching their financial goals, and contributing to the Financial Advantage team.