Ines serves as an Associate Wealth Planner at Coastal Bridge Advisors in our Westport, CT office. In this role, she supports the firm’s financial and estate planning initiatives by helping develop and implement strategies tailored to the distinct needs of a diverse client base.

With a strong background in wealth management, Ines takes a client-centered approach to relationship building and problem solving. She focuses on executing financial tasks with efficiency and providing thoughtful, personalized solutions that align with clients’ long-term objectives. Her emphasis on attentive service, trust, and detail-oriented work reflects her commitment to building enduring relationships.

Before joining Coastal Bridge, Ines held positions at Merrill Lynch and Raymond James as a Senior Client Associate and Investment Analyst, where she was instrumental in supporting both teams through transitions to independent advisory firms. Following these moves, she continued in similar capacities at One Charles Private Wealth and Ashton Thomas Private Wealth, where she further deepened her understanding of the complexities involved in managing client assets, the importance of cultivating lasting relationships, and the value of effective problem-solving.

Ines holds her series 65 and received her Certified Financial Planner (CFP®) standard of expertise from the Center for Financial Planning in 2025.

Raised in Greece, Ines developed an early appreciation for the importance of personal connection and trust—principles that continue to guide her professional work today. Outside the office, she enjoys traveling, spending time with her husband and their dog, exploring creativity through poetry and reading, staying active with fitness, long walks, and time at the beach.