Jolene Garat has supported the client experience at Artisan Capital Partners, (formerly known as NWF Advisory) since Jun 2013. Prior to joining Artisan, she worked as a paralegal for 14 years. During her tenure with Artisan Capital Jolene continued her education to earn the Registered Paraplanner certification.
Jolene provides support Rob and his clients by onboarding clients and establishing accounts. She also provides ongoing services such as transfers, required minimum distributions, information updates and various financial reports.
*Not registered with Osaic Wealth, Inc.