Client Services Team

The Client Services Team at Halbert Hargrove is dedicated to maintaining and growing successful client relationships by delivering top-notch, personalized service and support. They act as the primary point of contact for clients, manage accounts, address inquiries, and ensure the seamless execution of Halbert Hargrove's wealth advisory and fiduciary investment services. Through their efforts, clients receive transparent, high-quality service that aligns with the firm's commitment to fiduciary best practices and long-term financial success.