Client Service Associate / firstname.lastname@example.org
Jody joined DBR & CO in October, 2017. Her focus is to provide the financial advisors with administrative support in servicing DBR Advisory Services Team and DBR Next clients. Her strong organizational skills and extensive knowledge of the industry provides additional value-added support for DBR & CO’s clients.
Her experience in the wealth management industry spans more than 30 years at BNY Mellon Wealth Management where her responsibilities included advisor support and marketing coordination.