SERVICE Advisor

Brie Ford

Brie Ford is a Service Advisor and an Investment Advisor Representative at Capital Advantage. She is responsible for assisting with financial planning, maintaining client accounts, and the day-to-day servicing of client requests.

Brie has a broad background in client relations and wealth management services. Prior to joining Capital Advantage, Brie worked at First Republic Bank.

Brie lives in Berkeley, California. Outside of the office, she enjoys fitness, reading and spending quality time with her family.

Education

  • BS in Business Administration, California State University, East Bay

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