We are Waterloo Capital, an SEC-registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.
Waterloo Capital is a collaborative team of experts bringing dedicated solutions to high-net-worth and institutional clientele.
Earline leads the client relations team at Waterloo. With more than 20 years of experience as a client associate and operations manager including previous leadership positions at Merrill Lynch and American Funds, Earline brings tremendous value to the company.