Senior Account Services Associate
Jolene is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Jolene spent three years working in Advisor Services at Charles Schwab in Phoenix, AZ. She earned her bachelor’s degree in Political Science with a minor in Global Studies at Arizona State University. In her free time, she enjoys traveling, trying new restaurants, and spending time with her Bernedoodle, Kona.