Qualifications
A native of Roanoke, VA, Audrey relocated to North Carolina to attend Campbell University. In 2011, she graduated Magna Cum Laude from Campbell University’s esteemed Trust and Wealth Management program. While focusing on her Wealth Management degree with a minor in Financial Planning, she also earned a BA degree in French. She began her career with US Trust in Boston, MA where her primary role consisted of interpreting trust and estate documents, administering trust relationships, and advising clients on estate needs.
Audrey joined our practice at RBC Wealth Management in 2016 utilizing her extensive planning skill set to best serve our valued clients. Not only does Audrey lead the administrative and operational components of our practice, she serves to coordinate all of our wealth management planning. She is exceedingly devoted to understanding and addressing client needs in addition to providing exceptional service.
Personal
Away from work Audrey enjoys running, yoga, tennis, spending time with her family and playing with her two dogs Harvey and Victor. When Audrey is not running road races, she enjoys volunteering for various events including the Blue Ridge Marathon and the City of Oaks Marathon. She also provides hair donations to organizations such as Locks for Love and Wigs 4 Kids. Audrey and her husband, Chris, reside in Fuquay Varina.