Marjan Mahdavi
Client Service Associate
Ms. Mahdavi joined Towneley as a Client Service Associate, where her primary role is to support the firm’s Wealth Advisors and serve as a trusted point of contact for clients. She is dedicated to delivering a seamless client experience by ensuring requests are handled promptly, communication is clear, and every detail is managed with precision and care.
Marjan brings over a decade of experience in the financial services industry. She is known for her thoroughness and her commitment to accuracy. She takes pride in ensuring every detail is handled with care, and clients and advisors can count on her to follow through reliably and with a personal touch.
Background
Ms. Mahdavi earned her Bachelor’s degree in marketing and management from the University of Washington.
Outside of Towneley
coming soon