Ms. Do is dedicated to helping clients protect and preserve their wealth. She enjoys working with individuals, businesses, and their professional advisors to ensure that financial and estate plans are executed thoroughly.
Ms. Do has two decades of experience in the financial services industry, with the past ten years specifically in wealth planning. Prior to joining Boston Private, Ms. Do was a private client advisor and wealth planner at City National Bank.
Ms. Do received her Bachelor of Arts in Economics and Sociology from the University of California, Irvine. She also received a J.D. from Glendale University College of Law, and an LL.M from the University of Alabama. Additionally, she holds a Master in Business Administration from the University of Southern California. Ms. Do is an active member of the Orange County Estate Planning Council.
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