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Christie Simister

Client Service Manager

Christie's Story

As Client Service Manager, Christie oversees the overall client service experience, including client onboarding, asset transfers, and assists with our operational process. She works closely with the Advisors and paraplanners to maintain superior service for our clients while proactively handling administrative issues that directly affect our clients’ goal attainment. She graduated from the University of South Carolina Upstate with a BA in Interdisciplinary Studies. Christie worked for W.W. Grainger for seven years and has a strong customer service background.

Before joining Global View in 2007, she owned a computer education company that taught preschool children basic computer skills and allowed her to spend more time with her young son. Her franchise achieved National Top 5 Franchise status in the third year of ownership.

Christie grew up in Spartanburg, SC, but has called Greenville her home for more than 30 years. She is married to a Greenville native, and they have a son and two dogs.  Christie enjoys outside activities such as working in the yard, spending time at the lake, and enjoying the outdoors.

Other Team Members

CFP ® - Managing Partner – Retirement Transition Specialist
CFP ® - Partner – Chair of Investment Committee
CFP® - Financial Advisor
Paraplanner
Director of Practice Management
CFP® - Paraplanner
Paraplanner

Talk with Christie