Daria is the Director of Operations with Munroe Morrow Wealth Management. Daria brings her knowledge and expertise to the team by ensuring that Munroe Morrow Wealth Management runs smoothly. She oversees the day to day activities and supports the Advisors. She acts as an onsite, dedicated service expert on a wide range of issues. She works directly with the team to coordinate client service duties with a focus on delivering the ultimate client experience and adhering to paperwork policy to satisfy compliance requirements. Some of these duties include account opening procedures and documentation, overall account maintenance, processing of customer’s needs and resolving problems in an efficient and timely manner. She continues to be a huge asset to the growing Munroe Morrow Wealth Management business.
Partner & Director of Operations