Welcome Brooke Coleman!

Brooke Coleman
November 4th, 2021

We are excited to announce that Brooke Coleman has joined the team as a Client Service Associate. In her position, she will be handling all things client and account-related, as she works directly with our Advisors. Among other duties, Brooke will process a variety of account service changes, help to set up new accounts, and handle a range of money movement tasks. She brings a fresh perspective to the role, along with a caring & detail-oriented personality.

A graduate of Niagara University, Brooke was raised in Liverpool, and she lives here in Central NY.

Want to know more? Get to know Brooke! Read her full bio.

Scroll to Top