Broker Check
(732) 978-4975
info@RiversEdgeWealth.com
Account View
<b>Sheila Ortiz<br/></b>Sr. Client Associate, Office Manager

Sheila Ortiz
Sr. Client Associate, Office Manager

(732) 978-4975

Sheila@RiversEdgeWealth.com

Sheila Ortiz brings a wealth of business and financial services knowledge to River’s Edge Wealth Partners as our Sr. Client Associate and Office Manager. She began her career by managing their family business, then branched off to work in retail as the Operations Manager/HR liaison for Old Navy, a division of Gap Inc.  In 2004, Sheila decided to leave the retail business and joined Wachovia Bank (now Wells Fargo Bank) as her first born was getting ready to start elementary school. She started as the Teller Manager and was promoted as Service Manager II under Wells Fargo Bank. Year 2011 was when Sheila decided to move to the brokerage division of Wells Fargo (Wells Fargo Advisor) which later resulted with her working in Tony Frigoletto’s team from 2015 to present.

MORE ABOUT SHEILA

GO-TO FINANCIAL ADVICE

“Plan for the future.”

Sheila has always enjoyed roles that have allowed her to interact directly with clients because she’s an excellent communicator, a people-person, and a problem-solver. And she’s equally good behind the scenes, putting processes in place that ensure a smooth client experience.

For over 30 years, she’s been married to Michael and they have two boys. Jonathan works for Monmouth Medical Center as RN-BSN and Brandon currently attends CBA (Christian Brothers Academy). Brandon who has a love for soccer plays for both school and club teams. For fun, Sheila enjoys watching Brandon’s games, singing karaoke (in the privacy of her own home), taking care of her plants, eating out (Foodie), spending time with family and friends, and traveling.  

Sonoma Theme JavaScript