Luz Ernest
Client Services Associate
If you asked Luz to describe herself in three words, she’d say… Reliable. Team Player. Detail-Oriented.
About
In my role at BEW, I oversee management fee processing, reconcile firm data for accuracy and reliability, and distribute quarterly performance reports to clients. While it may sound technical, these tasks help our advisors have the best possible data to guide decision-making and our clients feel secure with timely, reliable information about their accounts. Accurate financial information is the foundation for making life’s most important decisions, and I’m honored to contribute to that process.
My data-driven, detail-oriented approach provides clarity and confidence for our clients while empowering our advisors to make informed recommendations. Collaboration and teamwork are essential to delivering an exceptional client experience, and I’m proud to support those efforts.
When I’m not deep in the data, I spend lots of time with close family and friends. I keep active playing tennis and I love exploring new cuisines when I’m traveling around the world!
Education
- Baruch College, CUNY, Bachelor of Business Administration, Major in Accounting
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