Violet is responsible for handling the administrative aspects of client relationships. She works with our clients to open new accounts, processes transfers and facilitate ongoing account maintenance as needed. She holds her Series 7 and Series 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC ®) designation.
In her last role prior to joining the team, Violet was a Registered Senior Client Associate with Merrill Lynch. She worked in that role for four years but was with Merrill Lynch for a total of 10 years of industry experience.
Currently, Violet resides with her husband, Eric, and their two dogs in the Lakeview neighborhood of Chicago.