Allison Ally Eagles
Registered Client Service Associate
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Allison Ally Eagles
I began my professional career as a Financial Representative at the Fidelity Tulsa Investor Center, where I gained experience in financial securities, Fidelity’s product offerings, and building strong client relationships. I later transitioned to the Fidelity regional center in Westlake, TX as a Client Service Representative on the Concierge Team, expanding my skill set by supporting Fidelity’s partnerships with outside firms and delivering high-level service across complex client situations.In my current role as a Client Service Associate at Morgan Stanley, I work closely with financial advisers to enhance and streamline the overall client experience. I support daily client needs, assist with account management, and ensure that each interaction reflects the high standard of service expected within the wealth management industry.
Experience
Registered Client Service Associate
Apr 2025 — Present · Dallas, TX, US
Education
University of Oklahoma
Bachelor's degree, Business Administration and Management, Finance
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