With more than 25 years of client service experience, Ava is in her Element as an operations specialist, processing clients’ requests as smoothly and timely as possible.
Prior to the merger with Element Wealth, Ava was a senior service assistant with Woodridge Capital Portfolio Management. Before the formation of Woodridge, she was a senior client service assistant at UBS Financial Services, Inc. She began her career in the investment industry with Morgan Stanley Dean Witter in 1992.
Ava’s responsibilities include client services, communication and information management. Timely and excellent client service is key for Ava and she strives to respond to client requests within the hour or sooner when possible.
She also knows that the value of helping our clients envision and be in their Element requires much more than just processing their requests. “I enjoy developing friendships and relationships with each of our clients,” she says. “Trusting that I can take care of them is very important to me.”