OUR TEAM

Client Service Associate

Dora is passionate about creating a positive experience for every client she serves. As a Client Service Associate, she enjoys supporting financial advisors and helping clients feel confident and supported as they work toward their financial goals.

With a strong background in financial services, including extensive support of LPL advisors, Dora is known for building meaningful relationships, solving problems, and delivering exceptional service. She is committed to making every interaction seamless and efficient while providing the personalized care and attention clients deserve.

AREAS OF EXPERTISE

• LPL Clientworks and related systems
• Money movements and account servicing
• Account transfers and new account support
• Client communication and relationship management
• Administrative and advisor support

OUTSIDE THE OFFICE

Dora lives in Fort Mill, South Carolina, with her two children, Nylah and Bryson. She treasures time with family and friends and enjoys creating lasting memories with the people who matter most. Outside of work, Dora is a proud South Carolina Gamecocks fan who loves spending time outdoors and embracing all that her community has to offer.