Client Service Associate
Amber joined Merit Wealth Advisors in 2021 and has over 30 years experience in the banking industry. Amber is passionate about wealth management and providing a superior level of service to all clients and colleagues. She provides administrative and clerical support for the financial advisors and is responsible for performing various main office functions.
In her free time she enjoys going to the beach, concerts and spending time with her husband and family.
Areas of Experience
- New Client Onboarding and Account Coordination
- Manage and Maintain Accounts
- Perform Ad Hoc Operational Maintenance
- Monitoring the Operational Activities of the Business to Comply with Rules & Regulations
Education and Licensing
- Office Specialist Technical Certificate, Seminole State College