Hanley & Associates

Team

Pat Waters

Pat Waters

Client Service Coordinator

Qualifications

  • 15 years of experience in assisting clients and their advisors

Roles & Responsibilities

  • Mobile Office
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Dawn Evans

Dawn Evans

Paraplanner,

Client Service Specialist

Qualifications

  • Licensed Series 63, 6, 7 and Life & Health. 20 Years of Experience in Financial Services Industry.

Roles & Responsibilities

  • Paraplanner/Client Service Specialist. Located in Mobile office.
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Cindy Karns

Client Service Coordinator

Qualifications

  • New to financial industry.

Roles & Responsibilities

  • Located in Mobile office. Works predominantly with marketing campaigns on part time basis with team.
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Amber Frazier

Amber Frazier

Client Relationship Manager