Blanca is the most senior associate on the team and is responsible for all aspects of client service, operations and account administration. She began her investment career in 1983 with Morgan Stanley and joined Jeff Kobernick as an associate in 1994 while at Morgan Stanley. She holds the Series 7, 63 and 66 securities licenses.
Current role
Director, Client Service at ChappelWood Financial Services
Director, Client Service at Divurgent
Director, Client Service at Defero
Director, Client Service at Carson Wealth Management Group
Director, Client Service at NewEdge Wealth