Lionel Kiki

Biography

Lionel (Lio) Kiki serves as a Wealth Management Associate at Avidian Wealth, where he focuses on delivering exceptional client experiences through onboarding, day-to-day support, and ongoing account maintenance. Lio supports client transitions, responds to day-to-day service needs, and assists in maintaining accurate and current account information for advisors and client families.

Lio brings a strong foundation in private wealth management, financial services operations, and client relationship management. His prior experience includes supporting ultra-high-net-worth individuals, families, and institutions across a wide range of investment, planning, and service needs. He has worked closely with advisory teams on portfolio implementation, compliance processes, and cashiering functions, always prioritizing attention to detail and client-centric outcomes.

He holds a Bachelor of Science in Business Administration and Management from Skidmore College. Lio also holds the Series 7 and Series 66 securities licenses, as well as the Accredited Wealth Management Advisor (AWMA®) designation.

Outside of work, Lio stays active and enjoys continuous learning. Above all, he cherishes moments with his wife and their golden doodle.