Jolene Garat has served as a Client Services Manager at NWF Advisory since Jun 2013. Prior to joining NWF Advisory, she worked as a paralegal for 14 years. During her tenure with NWF Advisory Jolene continued her education to earn the Registered Paraplanner certification.
Jolene provides support Rob and his clients by preparing establishing all types of investment accounts. She also provides ongoing services such as transfers, required minimum distributions, information updates and various financial reports.