Guardian Capital Advisors, LLC Expands Team with Katie Ball
Local Financial Advisory Firm Adds Client Relations Coordinator
Raleigh, NC, June 25, 2014 --(PR.com)-- Michael J. Hensley, CFP®, ChFC®, AIFA®, of Guardian Capital Advisors, LLC, a firm specializing in retirement plans as well as financial advice for individuals and businesses, has announced that the firm is expanding with its new hire of Katie Ball.
Ball is joining the firm as client relations coordinator. In this position, she will be responsible for improving client relations and coordinating new technology initiatives while pursuing a Series 7 license. Ball began her professional career in Morehead City, North Carolina as an office manager at Coastal Carolina Orthodontics. Previously, she worked with the National Charity League and taught English as a second language with Cross Cultural Solutions at Mbaruku Elementary School in Bagamoyo, Tanzania. Ball earned a Bachelor of Arts in global studies with a concentration in international business and minors in international business and Spanish from Appalachian State University.
A native of Morehead City, Ball resides in Raleigh.
Quotes:
“At Guardian Capital Advisors we are committed to providing our clients with the best service and support possible,” said Hensley. “We are excited to welcome Katie to our team and know she will be an asset in her respective position.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focused on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
Securities offered through Triad Advisors, Member FINRA/SIPC
Advisory services offered through Guardian Capital Advisors, LLC, A Registered Investment Adviser
Ball is joining the firm as client relations coordinator. In this position, she will be responsible for improving client relations and coordinating new technology initiatives while pursuing a Series 7 license. Ball began her professional career in Morehead City, North Carolina as an office manager at Coastal Carolina Orthodontics. Previously, she worked with the National Charity League and taught English as a second language with Cross Cultural Solutions at Mbaruku Elementary School in Bagamoyo, Tanzania. Ball earned a Bachelor of Arts in global studies with a concentration in international business and minors in international business and Spanish from Appalachian State University.
A native of Morehead City, Ball resides in Raleigh.
Quotes:
“At Guardian Capital Advisors we are committed to providing our clients with the best service and support possible,” said Hensley. “We are excited to welcome Katie to our team and know she will be an asset in her respective position.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focused on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
Securities offered through Triad Advisors, Member FINRA/SIPC
Advisory services offered through Guardian Capital Advisors, LLC, A Registered Investment Adviser
Contact
Guardian Capital Advisors
Robert Buhler
919-233-6600
Robert Buhler
919-233-6600
Contact
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