WATERMARK FINANCIAL - Key Persons
Angela Ricciuti grew up in the South Hills of Pittsburgh, Pennsylvania and is a graduate of Bradford Business School. She holds a degree in Business.
Angela has many years of experience in the financial services industry. Prior to joining Watermark Financial, she held positions with several local financial firms, and was the Activities Coordinator/Accounts Manager at Bethel Park High School.
Angela serves as the Business Office Manger/Client Service Specialist at Watermark. In this role, she works closely with the advisors to deliver a reliable, consistent experience for both clients and prospects. In order to provide this, she maintains open communication to support the daily operations and administrative duties. This includes preparing pertinent financial documents, processing client requests, maintaining records and compliance requirements, creating marketing materials and assisting in tax preparation. Angela finds it extremely rewarding to assist clients in reaching their financial planning goals by ensuring that their services and needs are being met.
Outside of Watermark Financial, Angela enjoys cooking, camping, trips to the beach, spending time outdoors and taking her dog for walks, but most of all she loves spending time with her family and friends, especially her grandson. She resides in Bethel Park.
Michele began at Watermark Financial in an administrative/client support role where she gained valuable knowledge in the financial industry while developing strong relationships with our clients. This experience, coupled with her desire to help people led her to pursue a career as a financial advisor and she has since moved seamlessly into the role.
Michele enjoys partnering with clients to gain an understanding of their financial lives as a whole in order to assist them reach their goals and manage both planned and unanticipated events and transitions. Michele delivers a range of financial planning services including customized financial plans, risk management and tax planning, as well as tax preparation. This holistic approach enables her to provide clients with guidance and support to make informed decisions regarding daily financial needs and long-term planning for the future.
Michele received her Bachelors of Science degree in Business/Marketing from Indiana University of Pennsylvania. She lives in Peters Township and enjoys spending time with her four young adult children, family and friends.