Norma Enciso, a graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Psychology, started her career with Wells Fargo Advisors in Charlotte, NC as a Client Service Representative in 2017. During her time at Wells Fargo, she provided exceptional brokerage customer service in English and Spanish. Prior to working as a Licensed Trader, she obtained her FINRA General Securities Representative (Series 7) and Uniform Securities Agent State Law Exam (Series 63) licenses in 2018.
Norma joined our team in July of 2019 bringing with her both experience and an advantageous customer service and industry skill set to continue to provide our clients outstanding service. She will oversee client service requests, account maintenance, money movements, and coordination of service delivery. Norma is excited to work with and be mentored by Matt Archer and Nina O’Neal, two influential leaders in the financial industry.
Originally from Rocky Mount, North Carolina, Norma is thrilled to be back in the Triangle. She aspires to become a financial advisor and, specifically aiding in bridging a gap for Latino clients. In her spare time, Norma relaxes by reading, cooking and traveling. She also enjoys kayaking and hiking with her blue heeler, Liam, and lab/beagle mix, Riley.