Karen delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Karen also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds her Series 7, 63 and 65 securities licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in February 2015, Karen was a senior registered client associate with other advisory teams at Merrill Lynch. She has 30 years of experience in the investment industry.
Karen lives in her hometown of Chesapeake, Virginia, and has two sons, Kenny and Kevin. In her free time, Karen enjoys spending time with her grandson, Kolbie, and participating at his school and with his sports teams. She also enjoys spending time with her friends at the beach.