Office Manager & Client Service Associate
Tami has served in the financial services industry for the past 21 years. During her first five years she worked in retail banking, first, as a new accounts representative and then as a home equity loan officer. She left banking to join Solomon Smith Barney (since merged into Morgan Stanley) as a Senior Operations Associate and currently serves as a Client Service Associate at Stratos Wealth Partners. She joined the Wilson Team in 2008. Her responsibilities include fulfilling all administrative and operational support for our clients. Her role includes opening new accounts, processing account transfers, disbursing funds and maintaining the client database. She handles all administrative details, can schedule client appointments and overseas our client contact and communication program.
Tami is a native of Greater Cleveland, Ohio. She is a graduate of Bedford High School. Tami has two children, Erica (18) and Eric (15). She enjoys volunteering at her children’s schools and is a member of the Principals Advisory Committee. She participates in the National Walk for the Cure for the American Cancer Society and the Juvenile Diabetes walk held each year in the community. She also enjoys reading, line dancing, roller-skating, baking and travel.