Spartanburg, SC - Jeter Hrubala Wealth Strategies welcomes Hollie O’Shields, AAMS® as an Operations Manager and Client Relationship Manager. In addition to providing exceptional service to the company’s clients, Hollie will handle compliance, office management, and operations. Hollie holds the Series 7, 9, 10, 63, 66 licenses, the South Carolina Life, Health, and Annuity licenses, and since joining the team, has earned the Accredited Asset Management Specialist Designation (AAMS®).
With more than 22 years of industry experience, Hollie has held a broad spectrum of roles and responsibilities that makes her an invaluable and versatile professional. She particularly enjoys cultivating relationships with clients, educating clients about financial concepts, and ensuring attentive and comprehensive care for each client. Hollie loves getting to know someone’s aspirations through engaging discussions and feels that it is necessary to understand who and what are most important to clients to help them achieve their financial goals. Hollie shares, “I am excited to be part of the shared passion this team has for educating and advising clients while providing thoughtful financial strategies and building meaningful relationships.”
Beth Jeter Hrubala, President and Founder of Jeter Hrubala Wealth Strategies, shares “I am grateful to welcome Hollie to our team. I’ve known Hollie for more than 20 years, and she brings critical expertise in client service and operations. We are fortunate to have her on board, and I look forward to witnessing the positive impact she will have on our team and our clients.”
Hollie looks forward to greeting clients at its Spartanburg office located at 101 West St. John Street, Suite 207, Spartanburg, SC, 29403. She can be reached by phone at 864-764-1791 or via email at email@example.com.
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
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