Sr. Client Service Associate
Kavita is the newest member of our admin staff, having joined our firm in the beginning of 2022. She works out of our Boca Raton office, assisting financial professionals Jason and Jeffrey Solodkin with preparing for client meetings and servicing existing accounts.
Kavita began in the financial industry shortly after graduating from Florida State University in 2002, with majors in both Insurance and Finance. Since then, Kavita has worked closely with Financial Advisors to facilitate their day-to-day client operations.
Outside of the office, Kavita enjoys traveling and spending time with her active family of four.
- Notary Public for the State of Florida