Autumn Stanton - Lead Financial Support Specialist- working with advisor, Hilary Rojo Jones, is a dedicated, detail-oriented administrative professional with 13+ years of experience supporting financial advisors. Attributes include schedule management, preparing financial reports, coordinating client communications, preparing and implementing all account information and updates for client files, setting up client seminars and lunch and learns, opening new and decedent accounts, and maintaining compliance with industry regulations. Autumn Stanton ensures seamless daily operations in fast-paced environments.
Autumn Stanton’s proven background in client and office management allows her to excel at anticipating needs, prioritizing tasks, and streamlining processes. She is known for great customer service, professionalism, confidentiality, efficiency, commitment to fostering positive relationships and enhancing the client experience.
In addition to administrative expertise, Autumn enjoys spending time with her husband, four children and newly added great grandson. Interests include the outdoors, attending sporting events, spending time with friends, shopping, planning parties, decorating for events, learning new skills, serving as VP of the HOA board and relaxing at home!