Client Services Team

The Client Services Team at Centura Wealth Advisory is dedicated to delivering exceptional support and personalized service to clients throughout their financial journey. This team, which includes Associate Advisors, Paraplanners, and Client Service Representatives, ensures that client inquiries are addressed promptly, financial plans are accurately implemented, and ongoing communications foster strong relationships. By collaborating closely, the team ensures a seamless experience, providing clients with the guidance and resources needed to achieve their wealth management goals.