Senior Registered Client Service Associate
Angela is responsible for a blend of operational and administrative duties, including exceptional client service. Angela has been part of our practice since 1999. As a Registered Client Service Associate, Angela supports the advisors and clients in all transactions to ensure that client requests are completed efficiently. With her securities licenses she is qualified to assist clients with requests to buy and sell securities. A native of Greenbrier, Tennessee, Angela and her husband Daniel have a son Ethan and a daughter Laila. She enjoys watching Ethan’s & Laila’s sporting events.