AbbeyRose Hillson

Client Service Associate

“Helping clients reach their financial goals and navigate life events is rewarding work. I believe relationships, both in life & business, should be based on trust, integrity, empathy, and respect. I am grateful to be part of a tight-knit team that values transparency, common sense, and always puts the client first.”

AbbeyRose supports the firm’s operational and client service initiatives, including asset movements, account maintenance, and any other inquiries clients may have. AbbeyRose values old fashioned hospitality, she loves to be able to host clients in the office and make them feel at home.

Professional Experience and Education

AbbeyRose has more than 7 years of experience in the financial services industry. She started her career on the institutional side as a licensed wholesaler and has made her way from the sales end to the operational, client-facing side of the business.

AbbeyRose earned her B.A in Media Studies and communications from University of San Francisco.

Fun Facts

AbbeyRose resides in the south shore with her soon-to-be husband, Jasper and their Maltipoo, TomTom. She is happiest spending time with family, in the kitchen cooking a homemade meal, or out on the golf course with Jasper.