As a Paraplanner, AJ assists our advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning.
Prior to joining Global View, she spent the last seven years working with clients in the banking and trust industry for a local community bank. AJ has extensive experience in working with clients, helping them navigate through the complex world of the financial services industry. We asked AJ to join our team in 2021 after we recognized her ability, skill, eagerness to serve clients, and attractive personality.
She graduated from the University of South Carolina Upstate with a Bachelor of Arts concentrating in Information Management and Systems.
She is originally from Union, South Carolina but has called Greenville home for the last three years. AJ and her fiancé` James are the proud parents of three boys. She volunteers with the PTA of Lake Forest Elementary School and is an active member of St. Paul Baptist Church of Union. In her spare time, she enjoys traveling, crafts, and entertaining friends and family.