Nakesha Hodo is the Financial Operations Associate for Councilor Wealth, the wealth management arm of Councilor, which provides fee-only financial advisory and investment management services.
Before joining Councilor in 2023, Nakesha spent nearly seven years at a broker-dealer, opening new customer accounts and facilitating asset movement requests for clients, including journals, IRA distributions, RMDs, dividend changes, and other transactions. She previously provided customer service expertise for Capital One, guiding bank customers toward solutions to their banking challenges and maintaining customer accounts.
