BUILDING CLIENT RELATIONSHIPS FROM A PAPERLESS OFFICE
In her role as registered sales assistant, Mercedes provides client service support for the individual wealth management and employer-sponsored retirement planning groups at Gate City Advisors. Her responsibilities include setting up and maintaining client accounts and records, processing 401(k) plan contributions and distributions, assisting retirement plan participants with service requests, and providing support with online access. In addition, she has spearheaded the effort toward a paperless office and is always looking for ways to streamline processes and capture potential efficiencies. Starting out her financial services career in 1995, Mercedes has accrued wide-ranging operational, managerial and financial advisory experience from positions at Wells Fargo and Bank of Oak Ridge. Her favorite part of the job is helping clients cut through the fog of financial jargon to find the clarity they need to reach their retirement planning goals.
Mercedes resides in Greensboro with her teenage daughter, Isabella. Outside of the office, she can often be found coaching from the touchline of the soccer field or organizing various events at Our Lady of Grace Catholic Church and School. She also enjoys live concerts and sporting events with her family and friends.
Education: BS in Business Administration, Greensboro College
Mercedes does not offer Securities or Investment Advisory Services.