Abby is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. Her role also involves tracking the performance and allocations of our portfolio.
Abby earned her Bachelor of Science in business administration with a focus in marketing from Liberty University. Abby also maintains her Series 7 General Securities license, Series 66 NASAA Uniform Combined State Law license and Accredited Asset Management Specialist (AAMS®) designation.
In her free time, Abby enjoys reading, traveling, and spending time with her husband, Trey, and sons, Oliver and Greyson.
What has been the most rewarding aspect of your career so far?
In my time working at Falcon Wealth Advisors, it has been rewarding to build relationships with our clients and learn about their various passions and travel experiences.