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ClientsPriya Raman

Priya Raman

Active

Age 38 · Atlanta, Georgia

AdvisorSimone VasquezRisk toleranceAggressiveLinked accounts3 linkedLast contactAugust 29, 2026
OverviewAssetsGoals3Documents4Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

EmailAugust 29, 2026 8:00 PM · 10 minSVSimone Vasquez

Sent the first-half review. She replied to confirm no changes.

Contacted
Video callApril 18, 2026 7:30 PM · 40 minSVSimone Vasquez

Annual meeting. Raised the practice-capital target to $500,000.

Contacted