About
Bailey
Bailey assists the advisory team in crafting a financial plan to fit each client’s needs and help them stay on track with their financial goals. She primarily assists with meeting preparation, research, and data entry, and her attention to detail and problem solving are an asset to the team. She utilizes her strong interpersonal communication skills to serve clients and the company wholeheartedly.
Bailey is a St. Louis native who loves to travel far and wide, especially to a location with a beach. She loves adventure and food (but not adventurous foods!). Outside of work, you can find Bailey reading, exercising, and spending time with her partner, Aaron, and their dog, Jam. She also has a passion for sustainability and finding ways to adopt greener options into her lifestyle.
Education and Professional Milestones
-Tulane University - bachelor’s degree in business management
-Joined Focus Partners Wealth in 2011
-Worked on the client service team and centralized portfolio management team before transitioning to an advisory role
Bailey assists the advisory team in crafting a financial plan to fit each client’s needs and help them stay on track with their financial goals. She primarily assists with meeting preparation, research, and data entry, and her attention to detail and problem solving are an asset to the team. She utilizes her strong interpersonal communication skills to serve clients and the company wholeheartedly.
Bailey is a St. Louis native who loves to travel far and wide, especially to a location with a beach. She loves adventure and food (but not adventurous foods!). Outside of work, you can find Bailey reading, exercising, and spending time with her partner, Aaron, and their dog, Jam. She also has a passion for sustainability and finding ways to adopt greener options into her lifestyle.
Education and Professional Milestones
-Tulane University - bachelor’s degree in business management
-Joined Focus Partners Wealth in 2011
-Worked on the client service team and centralized portfolio management team before transitioning to an advisory role