Diana Zapote is a brokerage assistant who helps anticipate and address client needs such as: opening new accounts, processing distributions, contributions and registration changes, and 1099 tax reporting. She also coordinates appointments and helps execute client events and seminars.
Prior to joining Pentas Wealth Management and Raymond James Financial Services in 2015, Diana was a Personal Banker at Ameris Bank. While there, she serviced bank accounts for both individuals and businesses and participated in community service projects such as food drives and Relay for Life fundraising.
Diana graduated in 2012 with a Bachelor of Arts degree in Global Studies from the University of West Georgia. Her studies focused on International Development in Latin America and Southeast Asia.
Diana is a volunteer in Colquitt County where she helps others study and apply for U.S. Citizenship and/or employment, Visa U status, and various government programs. When she isn’t reading, she enjoys picking up litter, discovering creative recycling projects and cherishing the amusing antics of her three young children.