Director of Private Banking & RIA Coordinator
Ms. Diaz is a financial advisor with extensive experience working within the banking industry. She joins our Winter Park, Florida office directly from Regions Bank where she proved her depth of wealth management knowledge as she progressed through several important positions at the firm starting as VP, branch manager up to VP, financial advisor, advising high-net-worth clients across a breadth of personal banking needs. Prior to that, she served at Bank of America as an officer and banking center manager, and before that she was with RBS as an officer and branch manager.
Ms. Diaz is immersed in her community as a volunteer with numerous not-for-profit organizations including Community Based Care of Central Florida AKA Embrace Families, 2nd Harvest Food Bank, Junior Achievement, Hands on Orlando and Habitat for Humanity to name a few, and has been recognized for her ongoing involvement and commitment to serving the community.
Ms. Diaz maintains a number of professional securities licenses including the Series 7, 63 and 65.