Atricia joined the Bernard R. Wolfe & Associates team in May 2017. Prior to joining us, she 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 North Bethesda, Maryland. Relocating in 2015, she enjoys exploring the Washington, D.C. Metro area and expanding her network of associates and friends.
Atricia leads the operations team, managing all firm operations and supervising the tasks and responsibilities of the support staff. She also provides information and education to clients to address their needs or concerns and supports the firm's leadership team whenever needed.