Fernanda I. Forth

Leveraging over a decade of diverse client and financial service experience, Fernanda serves as a Client Service Associate in our Fredericksburg office. In her role, she supports Financial Advisors and clients across all aspects of service, from opening new accounts to ensuring seamless administrative processes. Before joining Cary Street, Fernanda served as a Financial Advisor herself, and has since worked as a realtor and business owner, bringing a uniquely entrepreneurial background to her commitment to personalized client service.

Experience:

• Aloha Quantum Wellness, Co-Founder
• REAL Brokerage LLC, Realtor
• Topside Federal Credit Union, Business Development Specialist
• MassMutual Greater Richmond, Financial Advisor
• Northwestern Mutual, Financial Advisor