Windy Fino, AIF

Windy Fino is the Director of Client Services at PensionmarkMeridien, with over a decade of experience in the financial services industry. She is dedicated to serving the diverse needs of corporate clients and high-net-worth families, leveraging her expertise to deliver tailored solutions.

In her role, Windy is committed to fostering collaborative relationships with both her clients and team, ensuring a seamless, high-touch service experience. She takes pride in exceeding client expectations by providing clarity, confidence, and a consultative approach, all in alignment with the firm’s core values. Windy’s primary responsibilities include assisting plan sponsors with the management of their qualified and non-qualified retirement plans, overseeing client relationships, and supporting PensionmarkMeridien’s wealth advisory services.

A graduate of the University of Rhode Island, Windy holds FINRA Series 6, 7, 26, 63, and 65 registrations.