Client Service Associate
Ashton Binegar joined Hall Financial Advisors as an intern in May 2022 and accepted the position of Client Services Associate in 2023. This multifaceted position demands a combination of financial acumen, interpersonal skills, and a commitment to delivering excellence in client and financial planning services.
Ashton graduated from Marietta High School in 2021 while simultaneously earning her associate degree from Washington State Community College. Ashton received her degree in Finance from Marietta College in 2023.
The Responsibilities of a Financial Client Services Associate
Ashton is dedicated to providing top-notch financial planning services, acting as a liaison between clients and the financial services offered by Hall Financial Advisors.
As a Client Services Associate, Ashton is adept at building and maintaining strong relationships with clients, understanding their unique financial needs, and offering tailored solutions. This involves effective communication and a keen ability to comprehend complex financial products and services. She serves as a reliable point of contact for clients, addressing inquiries, resolving issues, and ensuring a positive client experience.
In addition to client interactions, she plays a vital role in administrative and operational tasks.
Learn More About Our Ashton
As an adventure seeker, Ashton enjoys kayaking, camping, trips to the beach, playing tennis, and table games. As an animal lover, she loves pets and has shown goats for 11 years in her involvement with the Washington County Fair. Ashton also loves sharing her adventures with her family and friends.
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At HFA, we offer the following financial planning services: Advisory Services, Retirement Planning Services, Equity Investments, Fixed Income, Estate Planning Strategies, Education Planning, CPFA™ Certified, Access To Lending Services, and Client Confidentiality.