Senior Client Care Associate
My NET WORTHWHILE™ is embracing the challenge and satisfaction of getting things done for clients, so they are free to enjoy their best life.
Connie enjoys assisting relationship managers with implementing planning and investment strategies for clients. As a Senior Client Care Associate, her role is to ensure that clients receive exceptional service and that all their account-level needs are being met. She is also involved in comprehensive account support services, including researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
Prior to joining SignatureFD in 2012, Connie served as a business manager for a startup wealth management firm in Orlando for six years. She has also worked with Charles Schwab Advisor Services as a relationship specialist for financial advisors in the New York metro region and as a client services coordinator for a wealth management firm in Maitland, Florida.
Connie and her husband, Randy, a longtime Atlanta-area resident, make their home in Sharpsburg.