Fatima Sosa Ortiz

| Fatima Sosa Ortiz is a Financial Advisor with Merrill who is dedicated to helping individuals and families navigate important financial decisions with confidence. She works closely with clients to understand their goals, develop personalized strategies, and create plans that evolve alongside their lives.
Before joining Merrill in 2022, Fatima worked with business owners at JPMorgan Chase in St. Helena. This experience provided her with a strong foundation in building trusted client relationships and helping people make informed financial decisions through life's opportunities and challenges.
As a Napa Valley native, Fatima is deeply committed to serving the community that helped shape her. She is especially passionate about helping first-generation wealth builders and empowering individuals and families to build a strong financial foundation for the future. Her approach emphasizes education, thoughtful planning, and personalized guidance tailored to each client's unique needs and aspirations.
Outside of work, Fatima enjoys volunteering in the community, running, traveling, cooking, reading, and spending time with family and friends. She finds great fulfillment in helping clients pursue their goals while contributing to the community she is proud to call home. |
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