Client Service Associate
A team player, Gwendolyn believes that the best work is accomplished when collaborating with peers to achieve the most efficient solution.
Gwendolyn works with Advus advisors to provide high-quality service to the firm’s clients. She assists with client requests, including account openings and updates, transfers and distributions.
Prior to joining Advus, Gwendolyn was a client service associate at the Warner Group in Connecticut, where she is originally from, and Collaborative Wealth in Florida. Earlier she worked in park operations at Walt Disney World, garnering customer service experience that translates well into assisting clients at Advus.
Gwendolyn moved to Deltana, Florida, in 2019. She enjoys running and spending time outside with her two German Shepherds, Moose and Monty.