CW Advisors
Coralea Geraniotis is a seasoned professional with a background in relationship management, accounting, and guest relations within the hospitality and service industries. Currently, Coralea serves as a Relationship Manager at CW Advisors since August 2022. Prior experience includes an Accountant role at Marriott International from August 2021 to July 2022 and a Guest Relations Coordinator position at The Ritz-Carlton Hotel Company from August 2019 to August 2021. Coralea's early career includes a Development Intern role at Heritage Museums & Gardens in the summer of 2017 and a Site Supervisor position at FOOD4KIDS from June 2015 to August 2016. Coralea holds a Bachelor of Science in Business Administration with a focus on Marketing from Elon University, earned between 2015 and 2019.
CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.