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A Year In The Life Of A Fiduciary Financial Planner Many clients wonder what it is their financial advisor does all day? Is he/she staring a charts looking for obscure
As a Client Service Manager, Gabby focuses primarily on providing a “white glove” client experience as she acts as a liaison between the financial institutions and our clients. In this vital role, Gabby facilitates a wide range of client needs, including onboarding, account maintenance, client scheduling, money movements, and more.
Gabby’s commitment to excellence, proficiency in technology tools, and dedication to serving her clients makes her a valuable asset to Symphony Wealth. “Each client that I work with can expect to be treated with respect and know that I will perform to the best of my ability each day throughout the entirety of our relationship.”
Gabby attended Georgia State University and is a big supporter of the Braves baseball team. For the past three years, she has volunteered at the Shepherd Center Derby Day which is a fundraising event for their Recreation Therapy Program. When she’s not working, Gabby enjoys traveling and working on home improvement projects.
In His Own Words…
If I’m completely honest, when I first stepped into the financial industry over 20 years ago, I did so with a great deal of trepidation. Deep down, I felt a small tinge of resignation in trading in my idealistic dreams of being a high school teacher for the cold and impersonal world of finance. And the first several years did little to encourage me, as I learned the hard way that conflicts of interest are rampant in the industry. Sadly, the ways in which the advisor community can abuse the trust of clients are as numerous as the number of products that they sell.
Then, just as I was ready to quit the industry, I was introduced to the “fee-only” advisor community—a whole new approach to financial advice. There I found an environment in which clients and advisors work together to reach the client’s goals, and where conflicts of interest are eliminated. I also found a peaceful, collegiate atmosphere, where advisors work together on the client’s behalf, rather than in cutthroat competition. On top of all that, I was blessed to work alongside and be mentored by one of the most insightful and experienced advisors in the country. Under Jon Houk’s tutelage, I’ve found a passion for teaching again, only this time by helping executives, business owners, and retirees break down complex financial problems into simple decisions. I get the satisfaction of helping them stride forward with confidence towards the future, even as the markets and political world shifts around them.
Over the last two decades, I completed an MBA, obtained the CERTIFIED FINANCIAL PLANNER™ designation, and added exit planning (including the in-depth CEPA certification) for business owners to my service offerings. I’ve also started three businesses, exited one personally, and helped numerous clients through their own business exits as well. I am an incorrigible serial entrepreneur at heart, and I love working with that same community. I also enjoy working with executives and retirees to help them plan for retirement, invest prudently, and leave a legacy worthy of their hard work and reputation.