Naly Dagout graduated from The University of North Carolina at Chapel Hill with a BA in Public Relations and Advertising. Her interest in marketing and technology has brought her here to us.

She takes on many responsibilities, from helping Natasha with content creation to assisting Jake with data acquisition, analytics, and ads.

She enjoys telling clients’ stories by curating graphics and posts tailored to their brands. Writing copy and making graphics for our clients allows me to learn more about their company. It also teaches her a lot about her relationship with finances and financial planning in general (always a plus).

She loves that she can express her creative abilities while making sure our clients are well represented. To be an extension of a firm’s digital presence is an honorable and extremely significant responsibility and one that should be handled with the utmost care and attention to detail to ensure that our clients’ needs are met.

In terms of working with data, when she identifies a block in our clients’ analytics, she thinks of any proactive measures I can take to solve the issue and works with our team so that we can properly inform and prepare our clients for the next steps.