Priscilla Bejar joined Captain Wealth Management in 1997.  Priscilla is an integral part of the advisory team whose primary role is to assist with client service and help ensure a seamless client experience.   She provides superior service by acting as a liaison between the client and advisor, performing administrative portfolio activities and helping clients with their day to day needs.  Priscilla has the ability to multi-task and coordinate multiple projects simultaneously.

What do you enjoy most about being a part of Captain?

The most fulfilling part of my job at Captain is the relationships that I form with our clients.  I enjoy meeting new people and being part of a team that can help them with their current financial situation/needs/goals.

What does “improving the quality of our clients’ lives” mean to you?

It’s important to me that we set our clients up for success while helping them invest in their future.

What keeps you busy when you’re not working?

On the weekends, I enjoy going to local farmers markets.  I love experimenting with new recipes in the kitchen and spending time with my four children and husband.