I bring more than 20 years of professional service experience and a history of anticipating the needs of sophisticated families and individual clients of OWL Private Wealth Advisors. My focus is on assisting our clients with onboarding as they transition into OWL Private Wealth Advisors while providing existing clients with support and added efficiencies.
Prior to joining OWL Private Wealth Advisors, I spent time with Raymond James, Fidelity & Wells Fargo Advisors working with high-net worth families and individuals. I am currently pursuing my SIE & Series 7 securities registration and look forward to building upon my skill set.
I have a strong passion for interior design and Italian cooking in my free time and I currently live in Birmingham with my husband Billy and two young daughters, Francesca and Rose.