Mariam Shamlow

Client Service Associate

Mariam works as a Client Service Associate for AGC Wealth Advisors Inc. She works with AGC Wealth Advisors’ clients and team to help provide administrative, operational and service support with the goal of delivering an excellent client experience.

Mariam’s five years of financial services experience positions her well the assist the AGC Wealth team and clients in all aspects of service and support.  Prior to joining LPL, she served as a Private Banker at Northern Trust, where she worked closely with high-net-worth clients as well as trust, lending, and investment partners. She was also a Personal Banker at Wells Fargo, where she established relationships through excellent customer service, and played a key role in business development. She was involved in community outreach, providing financial literacy seminars at local schools and businesses. Mariam understands the daily operational challenges that clients, their families, and their businesses encounter, and is dedicated to helping ensure a seamless client experience.

Mariam was born and raised in San Diego and is trilingual in English, Spanish, and Farsi. In 2014, she obtained a bachelor’s degree in psychology and social behavior, and continued her education to obtain a master’s degree in industrial/organizational psychology. She spends her extra time with Mango, her puppy, and doing yoga.

Working with AGC Wealth Advisors Inc. gives Mariam the ability to grow professionally and improve her knowledge and experience in financial services while helping our clients implement good financial decisions that can give them the confidence to live their best life. 

 

Phone (424) 360-1133
Fax (424) 360-1137
Website agcwealth.com