Senior Registered Client Associate
Phone: (843) 790 - 2625
Fax: (843) 974 - 4999
Betsy moved to Charleston from Greensboro, NC in 2011 to work with Wells Fargo Advisors and has over 20 years of investment and financial experience. Betsy is a Registered Securities Representative and holds a Series 7 Registration, and a Series 66 State Registration.
Betsy began her financial career in 2000 with Morgan Stanley as a Financial Advisor and was trained in New York on Wall Street. In 2003 she joined a Wealth Management Team at UBS –PaineWebber until she relocated to Charleston in 2011. She is a graduate of High Point University with a degree in Education, and previously worked for American Express and Allstate Insurance.
Betsy lives in West Ashley and enjoys antiquing and exploring the history of Charleston. She has two grown children and travels frequently to California to visit her daughter.