Fatima manages relationships with individuals, families, and trusts. Her client-first, fiduciary focus supports clients achieve their goals through financial planning and investment management. She has more than 25 years of wealth management experience. Fatima joined the Enterprise Wealth Management team from Morgan Stanley in Boston, where she served as a Financial Advisor developing new client relationships and providing portfolio management and financial advisory services to affluent families, foundations, and family offices. Fatima previously worked in wealth management at Citizens Bank in Boston, advising a significant client base of domestic and international ultra-high net worth clients. Before that, she served as an officer managing fiduciary relationships and delivering trust and estate settlement services at Bank of America and Fleet National Bank.
Fatima earned a B.S. degree in Finance with a minor in Accounting from Boston University. She has completed graduate legal studies at the Massachusetts School of Law and is a graduate of Cannon Financial Institute. She enjoys yoga, meditation, and travel – especially visiting with family in Portugal, Holland, Belgium, and Luxembourg.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Fatima lives in North Andover and is a Board Member and Investment Committee Member at the Merrimack Valley YMCA.
Serving Dracut, Windham, Salem, Pelham, along with all communities where we do business.