Background & Experience
Phaedra has been in the financial business for 12 years. She is securities registered with the Financial Industry Regulatory Authority (FINRA) and holds her insurance license as well. Phaedra was a member of the Wells Fargo Advisors Client Associate Advisory Council for four years to collaborate with and provide feedback to management in an effort to identify opportunities on various firm projects and initiatives.
Focus
Her role as a Senior Registered Client Associate is to help ensure that the clients’ administrative and operational needs are handled accurately and in a timely manner. She believes in providing personal attention and strategies to each client by focusing on their individual needs as her mission is to build long term relationships based on trust and superior service.
Away from the office
Outside of work Phaedra spends time with her family and friends. She and her husband, Casey, have two daughters. The family are members at Green Acres Baptist Church in Tyler, TX.
