Director of Operations
Grace has worked in the financial industry for close to 40 years. As Director of Operations, Grace assists in the day-to-day operations of Wealth Advisors, Inc. Grace’s specialty is problem solving - everything from operational to technical, she will find the solution. Her other responsibilities include: helping clients understand how to use online systems, gain account access and she keeps the office running in a timely manner. Grace is our first point of contact and her friendly approach is an added welcome when you call Wealth Advisors, Inc. Grace also served on the Securities America Advisory Board.
Grace is a true native Floridian, born and raised in Clearwater. After graduating, she found her way to southern Florida. Volunteering is her way of giving back. From being a Big Sister, working with autistic and challenged children, being a foster parent and volunteering with the Community Emergency Response Team (CERT), she is always looking for ways to be involved in the community. For a change of pace and scenery, Grace moved to the mountains of Georgia several years ago and works remotely from her home. She now enjoys hiking, kayaking and the change of seasons.