Dima Awamleh believes that exceptional client service is built on responsiveness, attention to detail, and genuine care. As a Senior Client Service Associate, she is dedicated to creating a seamless experience for clients, striving to ensure every interaction is handled with professionalism, efficiency, and a personal touch.
With more than 18 years of experience in the investment industry, Dima brings a well-rounded background spanning client relations, client service, marketing, business development, and communications. She works closely with the advisory team to support clients throughout their financial journey, helping ensure every detail is thoughtfully coordinated and questions are answered with care.
Prior to joining Caudle Meares Wealth Management, Dima served as a Manager of Client Relations & Marketing at New Century Advisors. Before that, she held senior roles at Homestead Funds, most recently as a Senior Associate, Marketing and Business Development, and previously served as a Client Support and Business Development Manager at Calvert Investments. Her diverse experience has given her a deep appreciation for the importance of building strong relationships and delivering exceptional service at every stage of the client experience.
Outside of the office, Dima enjoys spending time with her family and friends.