Senior Client Services Associate

Bogart Wealth Saro Gahima256170 scaled e1715785687269 | Bogart Wealth

With over a decade of experience in client services, Saro brings eight years of specialized expertise in the financial sector. Previously, she honed her skills at a prestigious multinational investment firm, where she provided white-glove service to clients. Her responsibilities included navigating complex topics such as trust and estate processing, executive compensation, and strategic gifting. In addition to her wealth management background, Saro also possesses experience in insurance, mortgage, and lending.

Prior to joining Bogart Wealth, Saro cultivated a global perspective through living and studying in various continents. The experience enriched her passion for travel, learning, and understanding diverse cultures. This background fuels her commitment to serving our valued clients with efficiency, dedication, and empathy.


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