Bonnie began her career in the investment industry in 1981 working with a regional investment firm. Through her extensive experience and continued education, she has developed a broad knowledge in nearly all areas of the financial services industry.
In Bonnie’s role as an Investment Associate, she is instrumental in helping clients with all aspects of their day to day operational needs. This includes providing creative solutions to the operational challenges often demanded by each client’s unique, and sometimes complex, wealth management needs.
Bonnie provides important services to the team by fielding client calls, processing security orders, handling the compliance oversight, obtaining necessary forms and paperwork, coordination of cross communication with other professionals (accountants and attorneys), annual retirement plan requirements, and trouble shooting problems when they arise with any of the team’s clients. Bonnie’s attention to detail and commitment to deliver the highest level of personal service makes her an integral part of our team.
Bonnie is FINRA licensed with her Series 7, 63, and 24 registrations.