Brian Mejia

Client Service Associate at The Colony Group

Brian Mejia is a Client Service Associate at the Colony Group in The Boston office. He assists a team of wealth advisors with the day-to-day needs of The clients, including client onboarding, account maintenance, and other client requests. He seeks to provide an outstanding level of support and service to both clients and advisors.

Brian loves building long-term relationships and strives to make the client experience seamless. He is passionate about his work and aspires to become an advisor one day.

Location

Boston, United States

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No direct reports

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The Colony Group

Wealth and business management advisors for successful individuals, families, businesses, institutions and non-profit organizations.


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Employees

201-500

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