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Atricia J Roberts

Atricia J Roberts

Client Service Associate

Atricia joined the Bernard R. Wolfe & Associates team as a client service associate in May 2017. Prior to joining us, Atricia was a Relationship Manager with Bank of America and responsible for managing her clients’ banking relationship as well as uncovering financial priorities and helping to provide solutions. Her career began in financial services as a registered financial advisor. After several years in the nonprofit sector, Atricia is reestablishing a career in the financial industry.

Atricia graduated from Florida State University with a B.S. in Multinational Business Operations and a minor in Spanish. She also holds a M.A. in Mass Communications from the University of Florida. Atricia is a native of Savannah, Georgia and resides in Bethesda, Maryland. Relocating in 2015, she enjoys exploring the Washington, D.C. Metro area and expanding her network of associates and friends.

Atricia is part of the operations team, helping with client service issues and implementing any portfolio changes or recommendations after client meetings. She also assists in opening new accounts, generating account maintenance paperwork, and helps process general client service requests.