A member of the Operations Team, Chloe provides customer support to Claraphi’s national network of Independent Advisor Representatives (IARs). She prepares investment proposals, processes new account paperwork, and responds to service requests, so our advisors can remain focused on managing client relationships and building their businesses. Prior to joining Claraphi, Chloe served as an administrative assistant at Davenport Wealth Management and conference assistant at Newbridge Securities.
Chloe took part in a paralegal studies program at Palm Beach State College in Palm Beach Gardens, Fla.
Claraphi Advisory Network, LLC MAIN OFFICE 120 Vantis Drive, Suite 585 Aliso Viejo, CA 92656 / (949) 215-0025 firstname.lastname@example.org