Celeste Boadas is a Client Service Associate with a dedication to excellence in client care and a passion for fostering meaningful relationships. She brings a wealth of experience in financial services, having entered the field in 2019 after a successful tenure in the international insurance industry.
Prior to joining her current team in December 2024, Celeste served as a Client Service Associate at Insigneo for four years, honing her expertise in investment account management and client relations. She holds a Bachelor’s Degree in Fine Arts from the Art Institutes and an MBA in Strategic Business Management from ADEN Business School, with a specialization from George Washington University. Celeste has earned the SIE and Series 7 designations, underscoring her commitment to professional growth and excellence.
In her role, Celeste supports clients by addressing their investment account needs and inquiries with professionalism and efficiency. She also plays a pivotal role in onboarding and managing client relationships, ensuring that each interaction is seamless and enriching. Her personable, detail-oriented approach sets her apart, enabling her to build trust and deliver personalized solutions.
Originally from Venezuela, Celeste now resides in Miami, where she is an active member of the Body & Brain community and a certified sound healing practitioner. She volunteers in programs that promote balance and personal growth through mind-body practices. In her free time, Celeste enjoys wellness activities that reflect her holistic approach to life and work.