Greta L. Dotson
Client Services Administrator
Greta serves the firm as a Client Services Administrator. She works with new clients during the initial account set up process, as well as rebalancing accounts and making investment model changes when requested by clients. Greta attended school in Asheville, North Carolina studying business management. Prior to joining Advisor Financial in 2000, she worked at Lockheed-Martin, earning certificates in quality assurance, management and supervision. Greta enjoys volunteering with her church and spending time with her family.
Contact Info
Email: Greta@AdvisorLLP.com