Brittney Santos, Cpfa Email & Phone Number

Leominster, Massachusetts, United States

As the Director of Operations for Will Hackler, Brittney is responsible for ensuring our clients experience a smooth transition from onboarding to ongoing service. Her main focus includes leading the operations team, running enrollment and education meetings, meeting with plan sponsors for fiduciary due diligence, annual plan report and 5500 filing meetings. In addition, she is responsible for ongoing client portfolio supervision, proving due diligence on various investment vehicles and assisting in the creation and implementation of financial plans. With her past experience in client service and the world of investing, she supports the firm with case preparation and overseeing the investment-side of the practice, as well as managing the client’s experience to help ensure that they are comfortable with the process and have all of the information they need to access accounts. Brittney obtained her BS in Business Administration with a concentration in Finance from Framingham State University. As a Series 7 licensed representative, she can also assist with trading and business processing as well as investment design, analysis and review. She comes to us after spending the beginning of her career at Scottrade, Inc.

Leominster, Massachusetts

Brittney’s responsibilities include ongoing client portfolio supervision, proving due diligence on various investment vehicles and assisting in the creation and implementation of financial plans. With her past experience in client service and the world of investing, she supports the firm with case preparation and overseeing the investment-side of the practice, as well as managing the client’s experience to help ensure that they are comfortable with the process and have all of the information they need to access accounts. Her other responsibilities also include; database management, office management, scheduling and compliance reporting.

Greater Boston Area