Greenville, S.C.– Weinkle Batson Financial Consulting group has expanded its team to include Amy Doser as Client Associate. In this role, Amy will be responsible for running the daily operations for the Greenville office, while also offering client support for the Asheville office.
“We are so happy to have found the perfect combination of experience and personality to fit this role,” Pam Batson, Weinkle Batson’s First Vice President of Investments and Senior PIM Portfolio Manager, said. “I have no doubt that Amy’s previous skills and expertise will be put to good use here.”
A native of Greenville, Amy is a graduate of Clemson University where she holds degrees in Political Science and Speech and Communication Studies. Amy also holds an MBA from Webster University, as well as a Graduate Certificate in Corporate Sustainability from Furman University.
Doser said, “With a career spanning over 20 years in sales, marketing and advertising, I have a desire to help people find solutions for their financial needs.” She continued, “I look forward to serving our clients in my new position at Weinkle Batson.”
Download Amy’s high-resolution headshots by clicking here.
About Weinkle Batson Financial Consulting Group
Rooted in the Carolinas, Weinkle Batsonoffers over 80 years of experience in planning and managing assets for clients across the country. Portfolio management is handled in-house, and plans are reviewed on an ongoing basis, so we can identify opportunities and shift solutions to ensure that we are serving you and your needs as we would our own family. The Weinkle Batson team’s impressive credentials demonstrate our commitment to continuing education and extensive training so that we can be the best possible partner for our clients.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.