Brianna is the Client Relationship Manager at Tidewater Wealth Management. She has over 10 years of financial industry experience working with clients and advisors, as well as partnering on internal business operations.

Prior to working at Tidewater, Brianna was a Client Service Specialist and Executive Assistant at Charles Schwab. In her early career, she worked at Fidelity Investments and several RIA’s serving clients on all financial operations.

Brianna has her undergraduate degree in Business Administration from Central Connecticut State University.

Outside of work, Brianna volunteers with the International Association of Administrative Professionals (IAAP) as the Connecticut Branch Director for the Northeast Region. She works with industry experts to deliver professional development seminars that coach and mentor individuals who are looking to advance in their careers. On a personal note, Brianna enjoys spending time with her family which includes her husband Matt, sons Luca & Noah, and two dogs Benji & Bentley. They love spending time outside (preferably on a lake), day trips to Newport, and staying active.