Cris Azevedo

Cris has been with our firm for 29 years, previously serving as AVP of Operations. In her role, she focused on advisor-facing responsibilities and was the transition coordinator for all advisors joining the firm. Cris also acted as the key contact for clearing firm technology, ensuring smooth onboarding and operational efficiency. She holds her FINRA Series 6 license with LPL Financial, reflecting her knowledge of the financial industry.

Throughout her tenure, Cris has been instrumental in guiding advisors through complex transitions and maintaining strong relationships with technology partners. Her expertise and dedication have made her a valued resource for both advisors and the firm.

Outside of work, Cris enjoys spending time with her feisty but adorable cat, Josie.