Say hello to
first impressions.
Warda Ahmed
Administrative Assistant
Warda is often the first point of contact for many of our clients, and if the old adage about first impressions being lasting ones is still true, then we couldn’t be in better – and more capable – hands. As our administrative assistant, she brings her fine-tuned organizational skills & intense eye for detail to all our systems & processes.
Warda has brought her impressive and adaptable skills into her work at Heller Wealth Management planning meetings, greeting and helping clients, providing recommendations according to client needs or preferences, ensuring client records are up-to-date, managing marketing analytics, and keeping the office up and running.
With a B.S. in applied Math & Stats and a chemistry minor from Stony Brook University, Warda joined the HWM team after working with an insurance brokerage and has experience in programming & data analysis.
Outside of the office, this cheerful trouble-shooter can be found walking the Brooklyn bridge, going to a museum, or grabbing dessert in the city during the fall (when it’s not too hot, or too cold). She could certainly be considered the goldilocks of the office, as we love her commitment to making sure everything is ‘just right’!