Broker Check
Nora Wells, QKA

Nora Wells, QKA

Director of Operations

Nora is the Director of Operations for our team, serving as an integral part of the firm’s continued growth. She joined the team in 2011 after 13 years of Portfolio Administration and Operations Management at Alex, Brown and Sons, as well as five years of Compliance Supervision at T. Rowe Price Associates. Nora graduated from College of Notre Dame of Maryland with a BA in Business Administration and Accounting. She is a credentialed member of the American Society of Pension Professionals and Actuaries.

Nora loves the opportunity to work directly with both our business and individual clients to ensure that our team continues to have a great relationship with them. She focuses on creating the best client experience through compassionate, timely and efficient coordination of services for our clients and team members. Additionally, she coordinates the entire office, continuously improving our team's process and efficiency. Nora spends most of her free time doing athletics, playing golf or working with animals which has remained a passion of hers.

Nora is a non-soliciting Registered Representative with Equity Services, Inc. (ESI) Member FINRA/SIPC, 9515 Deereco Rd., Suite 700, Timonium, MD 21093(410)527-1292 ESI is independent of Sortino Financial Group.

TC141427(0424)3