Senior Client Manager
Azil is a Senior Client Manager with Wellspring Associates utilizing nearly two decades of experience in the financial services industry assisting affluent families and family offices. In her current role, Azil works with Brian Friedman on matters pertaining to estate, charitable and business succession planning. She relies on her extensive experience in client service and process implementation to best serve clients during the Wealth Integration Process™.
With a proven ability to multitask and complete complex projects, Azil takes pride in her work and dedication to maintaining client relationships. Prior to joining Wellspring Associates, her responsibilities included management of all aspects of company operations for her previous employer. Azil’s wealth of experience provides an in-depth understanding of how to best serve the needs of clients, helping ensure efficient wealth preservation and transfer planning through Wealth Integration™.
Outside Wellspring Associates, Azil enjoys giving back to the community and has served as a board member of Canstruction Atlanta, a charity that hosts events displaying exhibits constructed of canned goods. The food is donated to organizations providing community hunger relief.
Azil graduated from California State University, Dominguez Hills, where she received her Bachelor of Arts degree. She is originally from Cape Town, South Africa, and moved to the United States as a teenager. Most of her family still live in South Africa where her lineage can be traced back to the 1600s. Azil and her husband, Jeff, live in Fort Myers, Florida. They have a son, Hunter, and two daughters, Emily and Tori. She is an avid and adventurous traveler who attempts to visit at least two new countries each year.