By Angela Dorsey
Dorsey Wealth Management is pleased to announce the newest addition to our team, Jan DeProspero! As an independent financial services firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey toward their ideal future. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!
Get To Know Her A Little Better…
Jan DeProspero joins our team as a client service specialist, working virtually from South Florida to assist with opening accounts, cashiering transactions, and taking care of daily client requests and needs. She will also be serving as a liaison with our custodian, TD Ameritrade.
Jan boasts over 25 years of administrative support experience, over half of which have been in the financial advisory industry. We believe her extensive work background and specialized skill set with virtual tools and technology will increase the efficiency and accuracy of our operations process.
When Jan is not working, she enjoys spending time on the water and playing with her dogs, Taco and Ella.
We believe Jan will be a powerful addition to our team and as a client you may soon correspond with her. If you are not already a client and want to experience the difference Dorsey Wealth Management can make in your finances, schedule a free introductory 30-minute phone call today!