Bethany's role as a Client Service Associate encompasses essential back-office functions, including account opening, money movement, data gathering, and fulfilling client requests. Additionally, she writes the quarterly newsletters, coordinates client events, works directly with clients, and continuously strives to enhance the client experience.
Bethany brings a positive attitude, empathy, and confidence to her work each day. With a passion for building meaningful relationships, she ensures that every interaction is impactful and beneficial. Her aim is to provide exceptional service to all clients, treating everyone with respect, care, and dignity, while building trust through every interaction.
Bethany earned her B.A. in Humanities from Wofford College. She joined the industry in 2022 and started working with Laura Blanton in 2023. Bethany lives with her partner and together they have four dogs and one cat. She enjoys traveling, reading, playing games (board/card/video – anything competitive!) and listening to music. She is huge foodie and especially loves soups, pies, and ice cream. Some of her favorite local restaurants are Trappe Door (Greenville), The Kennedy (Spartanburg), Urban Wren (Greenville), and Maestro’s (Greenville).