Vera Reich

Vera Reich

Vice President, Senior Registered Client Administrative Manager

Office: (571) 634-8505
E-mail:
 

Vera brings over 20 years of experience to her current position. She began her career at Wells Fargo Advisors as a licensed Private Banker before becoming a Vice President and Partner at Steward Partners. As a Private Banker, Vera executed complex banking transactions, assisted with the underwriting of loans and lines of credit and helped clients through difficult life events including estate and business succession planning.

Vera works with clients to insure that their cash needs are met; their portfolios are in good order; and their accounts are in compliance with changing rules and regulations.

Vera graduated cum laude from George Mason University with a major in Business Administration. She holds Series 6, Series 7, Series 63, and Series 65 securities registrations.