Nessa Innocenti

Nessa serves as a Client Service Associate, supporting the firm’s client service and relationship management.

Her responsibilities include supporting account maintenance and transfers, coordinating client requests, assisting with cash management and banking-related activity, and helping ensure accurate and timely follow-through on day-to-day service matters. In her role, she works closely with clients and team members to support efficient communication and a seamless client experience.

Nessa graduated from Florida Gulf Coast University with a degree in Financial Services through the university’s CFP Board-approved program. During her time at FGCU, she developed a strong foundation in financial planning, wealth management, and client relationship management.

Originally from Millstone, New Jersey, Nessa has lived in Estero for the past seven years. Outside of work, she enjoys cooking and spending time with family and friends.