About Estelle
Estelle brings over 10 years of experience working in the financial services industry. She supports Focus Partners Wealth’s Long Island team of wealth advisors and is responsible for client onboarding, providing account maintenance, transactional account needs, and other client service requests. Estelle leverages strong organizational skills and attention to detail to provide a professional, seamless, and valued client experience.
In her spare time, Estelle enjoys reading, travel, relaxing in the sunshine, and spending time with friends and family.
Education and Professional Milestones
-University of Colorado - undergraduate degree
-Worked as a registered client service associate for Cooney Associates
Estelle brings over 10 years of experience working in the financial services industry. She supports Focus Partners Wealth’s Long Island team of wealth advisors and is responsible for client onboarding, providing account maintenance, transactional account needs, and other client service requests. Estelle leverages strong organizational skills and attention to detail to provide a professional, seamless, and valued client experience.
In her spare time, Estelle enjoys reading, travel, relaxing in the sunshine, and spending time with friends and family.
Education and Professional Milestones
-University of Colorado - undergraduate degree
-Worked as a registered client service associate for Cooney Associates