Rhea joined Crux Wealth Advisors in 2021 as a Sr. Registered Client Associate. Her role is essential to our team as we work to ensure our clients receive an exceptional experience when working with our team.
Rhea’s broad set of responsibilities include meeting the service needs of our clients from opening accounts, transfers, distributions, guidance on processing rollovers, along with critical administrative tasks such as the scheduling of client meetings and preparing our financial advisors for their meetings. Additionally, Rhea is proactive in her approach. She regularly calls our clients to connect and she is driven by our clients knowing that they are valued and that our entire team has their best interest at heart. Helping others has always been a top priority for Rhea. She considers herself fortunate to work in a career where she can assist others in establishing financial stability.
Before joining our team, Rhea held related positions and has gained extensive industry experience, allowing her to build a knowledge base that she utilizes each day to serve our clients best. She started her career in 1993 with Tucker Anthony as a Sales Assistant and transitioned to Legg Mason, UBS Paine Webber and in 2003 to Wells Fargo before joining RBC Wealth Management. In 2014, she returned to Wells Fargo as a Sr. Registered Client Associate Rhea built her career in Rochester, NY, and has maintained a positive reputation for excellence in customer service. Her expertise in operations allows us to provide valuable and meaningful experiences consistently for our clients and team.
My husband, Sean, and I live on the water, so our spare time is all about boating and enjoying the beautiful weather in the summer. In the winter, it’s all about snowmobiling! We are a hockey family and have been involved in the sport for many years. My son, Joshua (22), is now grown, and my son Andrew (12), keeps us busy with his schedule, which keeps the whole family occupied because my husband is one of his coaches, so you can often find us spending time as a family at the ice rink.
I also enjoy keeping active and will often work out in my home gym, or I’ll go running outside to take in the stunning views of Lake Ontario. We consider ourselves so lucky to live in such a beautiful part of the country, and even though life may get busier than we’d prefer at times, my most favorite joy is the time spent with my family and friends.