Juliet Sparks

Director of Client Services @Gold Shield Wealth

Myrtle Beach, SC, US

I serve as the primary operational and client-service support to our financial advisor. I oversee new client onboarding, ongoing client communications, and the servicing of existing client policies ensuring accuracy, timeliness, and a high standard of care. I oversee event planning, manage documentation and workflows, and support daily office operations. In this role, I work closely with and continue to build hands-on knowledge of financial advising, client strategy, and wealth management processes.

Coastal Carolina University

Bachelor's of Science, Psychology