Aubri is Client Service Associate at Cassaday & Company, Inc., and has been with the firm since August 2023.
Her responsibilities include monitoring our clients’ accounts, facilitating their requests, and enhancing our client relationships. She is often a first point of contact for clients when they have inquiries regarding their account.
With her committed attitude, Aubri ensures clear communication between our clients and their financial planners, contributing to our commitment to exceptional service.
In her spare time, Aubri enjoys exploring new restaurants, maintaining an active lifestyle, discovering new ideas through reading and podcasts, and connecting with people. She finds joy in the pursuit of diverse experiences, both in her personal and professional life.
Aubrianna Green is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.