Client Relationship Manager
Yuly is an Administrative Solution Consultant at LPL Financial. She recently joined FRS Advisors as a Client Relationship Manager. She provides support on administrative tasks and client management functions.
Yuly has 10 years of experience in relationship management that aligns well with her current role. Before coming to LPL, she worked at Vanguard as a Registered Client Service Specialist. She worked with Financial Advisors, Assign Representatives and other staff members within the organization to assist high net-worth clients in a timely and accurate manner. Her strengths include multi-tasking, problem solving, prioritizing, and client relationship-management skills. She is a big believer of team-work and enjoys working with others. Yuly has a Bachelor of Science with a concentration in Management and holds Series 7 and Series 63 licenses.
Yuly was born and raised in Ecuador in a very small town called Portoviejo near the beach. She is bilingual in English and Spanish. She likes to travel and spend time with family.