As Investment New Business Coordinator, I support our advisors and their clients to provide smooth, seamless transitions during the new business process. I assist with the setup and servicing of new and existing accounts, investments and annuities for our advisors and their clients. I work with advisors to provide excellent customer service and ensure a smooth process from start to finish. I am also the main point of communication between our advisors and home office contacts to maintain an excellent relationship. I have been with the firm since November 2015 in client relationship roles, and advisor support.
I grew up in Columbia, SC where I went on to attend the University of South Carolina and receive a Bachelor of Science, double major, in Business Management & Marketing. I really enjoy reading, going to the beach, and cooking!