Zenia Rodriguez

Zenia Rodriguez is an Associate at Crewe Advisors LLC, based in Bountiful, Utah, where she plays a key role in client service and relationship management. In her current position, she supports the firm's wealth management operations by directly assisting clients and ensuring a positive, seamless experience throughout their financial journey. Her responsibilities include helping clients coordinate investment strategies, tax planning, estate planning, and philanthropic initiatives under the broader advisory services Crewe offers.

Rodriguez primarily works within private wealth management, serving families, entrepreneurs, and professionals. Her expertise encompasses comprehensive financial care across asset classes such as equities, fixed income, real estate, and alternative investments, all within a holistic financial planning and risk management context. She collaborates with Crewe's advisory team to deliver tailored solutions, focused on aligning investment strategies with each client's personal and generational objectives.

While Zenia Rodriguez's education background is not publicly available, her professional trajectory demonstrates a strong commitment to client service and financial stewardship. Her contributions center on facilitating detailed, personalized advice and supporting Crewe Advisors’ reputation for attentive and independent wealth management.