Angela Roof
Senior Client Officer
Angela Roof is a Senior Client Officer at RWA. Angela works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Angela partners with RWA investment and financial planning professionals, trustees, and clients' external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Angela has over 10 years of client service and operations experience. Prior to joining RWA, Angela was a Senior Registered Client Service Associate at Morgan Stanley and previously worked at Fidelity Investments and Acadian Asset Management.
Angela earned her BS in Financial Management from Franklin Pierce University. Angela lives in Charlestown with her Frenchton (Frenchie Boston mix) named Nora.