The backbone of all things administration, Claire specializes in helping her team at Young Global Wealth Strategies Inc. manage their practice as efficiently as possible, all while providing exceptional service to each client.
Claire’s main focus is to help clients achieve their investment goals by helping address any questions or concerns they may have in a timely and thoughtful manner. Her commitment to delivering outstanding client service and helping ensure clients are happy and well taken care of at all times makes her an indispensable part of the team. Positive and outgoing, Claire is devoted to fostering meaningful relationships with clients and colleagues alike, and clients can rely on her to patiently and accurately explain any processes or services they may have questions about.
Originally from Memphis, Tennessee – Claire has previously worked with Raymond James Financial Services as an Executive Assistant and Client Services Associate. She has also served as the Manager of Client Services for several notable industries to include hedge fund management, real estate development, and the insurance sector.
Claire’s dedication to providing excellent client service across her different roles has earned her numerous service distinctions throughout the course of her career. In addition to being a member of the Raymond James’ Women’s Financial Advisor Network and the Financial Women’s Association of New York, Claire is currently pursuing a bachelor’s degree in history with a minor in international business.
When she’s not at work, you can find her traveling or enjoying the outdoors through kayaking, horseback riding, or going to the park with her dogs – Willow and Ellie. Claire also enjoys serving as a volunteer for the Nature Conservancy and the Museum of Boulder in her free time.
3601 Arapahoe Ave., Unit D179
Boulder, CO 80303
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Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Young Global Wealth Strategies Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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