image relationship manager image
client portfolio strategist client client services associate
image image

Client Service Associate at Franklin Street are the cornerstone to overall client relationships. Often the point person for communication with a client or client's advisors, our client service associates coordinate the account opening process, execute client requests with regard to wires and account transfers, handle the coordination of client tax information on their investment account(s), and work hand-in-hand with Franklin Street Partners' back-office to ensure all reporting is complete and timely.

Nancy A. English
William R. Perrault
Jerri L. Keller
Lori A. Bowers-Lennard
Kathy N. Rexrode