Tammy Turner
Director | Client Services

- 26+ years of financial services industry experience
- Former Client Services Manager at Beacon Pointe Wealth Advisors
- Former Vice President of Client Service at First Republic Bank in the role of Client Service Manager for Southern California in their Private Wealth Management segment
- Formerly Series 7 and 66 licensed
- Formerly Registered Paraplanner (RP)
- Alumna Santa Barbara City College and Oregon State University