Zonia Pullen

Senior Wealth Advisor

Zonia Pullen


[email protected]

As a seasoned Financial Advisor with a passion for guiding clients towards financial success, Zonia brings a wealth of experience and expertise to the table.  Her journey began in the banking sector, where she honed her skills both domestically and internationally with the renowned institutions such as Banca Serfin, Operadora de Bolsa, Merrill Lynch, GEF Financial and Prudential Advisors.

Armed with a degree in Marketing and Management from St. Edward’s, Zonia leveraged her educational background to excel in various roles within the finance industry. Throughout her career, she had the privilege of working with high-net-worth individuals managing over $350MM, providing comprehensive financial planning and advisory services tailored to their unique needs and aspirations.

What truly motivates her is the opportunity to make a positive impact on people’s lives by helping them achieve financial security and freedom.  Whether it’s navigating complex investment portfolios or providing strategic guidance during times of economic uncertainty, Zonia is committed to guiding clients every step of the way. Her track record of success is a testament of her unwavering dedication to client satisfaction and her ability to deliver results.

Zonia is deeply passionate about what she does and looks forward to continuing to serve and support her clients on their journey towards financial prosperity.