Buckingham Group
The most enjoyable aspect of Anita Muminovic’s job is building lasting relationships with her clients and truly getting to know them. She helps families and individuals build comprehensive plans that allow them to achieve their financial goals and protect what they value most.
Before she joined Buckingham in 2019, Anita was a Client Service Manager at Moneta Group. She was responsible for various operational aspects of wealth management, including trading, and preparing for meetings, and she handled a variety of day-to-day client requests. Anita also previously worked as a consultant for Deutsche Bundesbank. She holds a Bachelor’s Degree in Accounting and Business Administration from Hickey Business College.
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Buckingham Group
Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.