Client Associate
Celeste began her career in finance as a banker with Wells Fargo and then found her way into wealth management as a Client Associate with Wells Fargo Advisors. She held a number of roles in retail prior to beginning her career in financial services. Celeste earned her Bachelors in Business Administration from Cal State Monterey Bay.
Celeste is a morning person, always keeps it positive, and is a get-it-done type of teammate. She enjoys spending time with family and traveling.
Education
Business Development Specialist
Adrienne is a Silicon Valley native and UC Berkeley alumna. She joined UBS in 2019. In addition to special-situation projects, Adrienne helps improve team efficiency and leads business development and marketing.
Adrienne holds both the Series 7 and Series 66 securities licenses.
Adrienne enjoys theater, woodworking, and refinishing furniture.
Education
Credentials