Bernadette recently joined Capobianco Financial Advisors, bringing with her over 20 years of client service expertise. She’s one of our team members responsible for helping to ensure you have a wonderful experience, including convenient scheduling, simplified account establishment, setting up online account access, contribution/distribution of funds, and updating accounts/beneficiaries.
Bernadette possesses a strong client service background and interacts with enthusiasm, delivering a positive experience in every interaction. She holds Series 6 and Series 63 registrations.
In her spare time, Bernadette enjoys spending time with family and friends as well as completing home improvement projects with her husband.