Audrey Nettles

Audrey serves our team as an LPL Registered Administrative Associate. As some of you may remember, Audrey and I were colleagues for many years at Wells Fargo Advisors. Audrey handles the administrative aspects of our practice such as trade execution, account management, and client service (e.g., balance inquiries, money transfers, statement questions/requests, RMD processing, and more). 

Audrey is known for her commitment to client-centered outcomes and will continue with the standards we’ve developed for responsiveness, accountability, and trust. She has over 40 years’ experience in the financial services industry, holds her FINRA Series 7 securities license through LPL Financial, and brings deep proficiency in client relations, compliance, and investment operations to our team. Audrey will be the cornerstone of our operational excellence and client service.