Amaris Roman

Bio

Amaris serves as a Client Service Associate at Procyon, where she supports clients through every stage of their financial journey with professionalism, care, and thoughtfulness. She assists with account management, RMD processing, and major life-event transactions, helping ensure each interaction reflects the firm’s high standards of service.

Amaris is currently completing her bachelor’s degree in International Business and Economics at the University of North Texas, where she has developed a strong foundation in global markets, finance, and client relations. She brings more than four years of experience in wealth management and financial services, along with a background in hospitality that shaped her client-first perspective.

She approaches every client relationship with curiosity and a genuine desire to understand individual goals. Her ability to combine technical knowledge with empathy allows her to create positive, dependable experiences for clients and colleagues alike.

Outside of work, Amaris enjoys exploring new experiences that challenge her perspective and inspire personal growth.