Vanessa Soares

Vanessa is an Associate Director in the Client Advisory group at Pathstone’s Providence, Rhode Island office. She works directly with clients and collaborates with lead advisors to deliver comprehensive wealth management solutions, including estate planning and integrated financial and tax strategies.

Prior to joining Pathstone, Vanessa served as a Tax Supervisor at Rex Capital Advisors, where she supported clients with accounting matters, financial reporting, and tax strategies. She began her career in public accounting at Piccerelli Gilstein & Company LLP, gaining experience across both tax and audit functions.

Vanessa earned a Bachelor of Science in Accounting from Roger Williams University and a Master of Science in Accounting from Southern New Hampshire University. Outside of work, she enjoys traveling, spending time with family, and embracing her favorite role as a mom.