Austin is responsible for providing proactive, concierge-level client services and operational functions for our high-net-worth clients and Wealth Advisors. His role includes on-boarding clients, facilitating money movement requests, ad hoc client projects, and coordinating client review preparation. 

Experience:

• Client Services Associate & Operations, Womack Wealth Management, Inc., Manhattan Beach, CA

• Private Wealth Associate, Merrill Lynch Private Banking & Investment Group, Newport Beach, CA

• Operations, Merrill Lynch Private Banking & Investment Group, Century City, CA

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Interests:

Austin currently resides in Torrance, California. In his free time he enjoys piano, guitar, baseball, football, hockey, and traveling.