S. R. Schill and Associates, a Mercer Island-based financial services firm offering wealth management services to multi-generational families, announced that Nhat Bui has joined the firm as a para planner.
In her new role, Bui will be assisting the financial advisors and wealth managers preparing portfolio reviews and with financial projections.
Bui holds her FINRA Series 7 and 66 (general securities representative) licenses. She earned her bachelor’s degree in business administration from the University of Washington. Her background includes working in the banking and securities industries.
Bui looks forward to helping people achieve their financial goals and hopes to have her own charity someday to help support those in need. She enjoys playing the piano and singing and is an avid reader. She hopes to do more traveling in the future.
Founded in 1987, S. R. Schill and Associates is a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships.
For more information, call 206-275-2700 or visit www.srschill.com.