OUR WEBSITE: https://baobabwealth.com
OUR EXPAT WEBSITE: https://baobabwealthabroad.com
Behind every great financial advisory firm is a team that makes everything run smoothly. In this video, meet Dairesse Torres, Director of Operations at Baobab Wealth Management, and learn how her 23 years of experience in private wealth advisory practices helps create a seamless, trustworthy experience for clients.
Dairesse shares her journey from executive administrator to practice manager and operations leader, and why building strong teams, reliable systems, and client-first processes is essential to delivering great financial planning. From onboarding new clients to managing account changes, transfers, and day-to-day operations, she plays a key role in making sure every client feels supported and cared for.
You will also learn why working with a fiduciary financial advisor matters, and how Baobab Wealth Management helps individuals and families in the US and abroad plan for a confident, tax-smart retirement with clarity and peace of mind.
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00:00 – Meet Dairesse Torres
00:18 – 23 Years in Wealth Management Operations
00:55 – How the Industry “Chose” Her
01:18 – What Baobab Wealth Management Does
01:45 – Dairesse’s Role in Client Support and Onboarding
02:18 – Reliability, Care, and Doing Things the Right Way
02:44 – Why Working With a Fiduciary Matters
03:10 – Putting Clients First, Always
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