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Connie Findell

Senior Client Associate

Biography  

Connie Findell

Senior Client Associate

Officer

My Mission

To provide exceptional client service.

“It’s all about quality of life and finding a happy balance between work, friends and family”

— Philip Green

Background and experience

I have been been working in various customer service roles for over 35 years and in 2004, was offered the opportunity to join the Baltzer Wealth Management Group at Wells Fargo Advisors.  The skills I had learned over the years have proven invaluable   to help manage the day-to-day operations of the team for the last 16 years.

Focus

I am responsible for the administration of opening and updating existing accounts, managing account transfers, wires, processing checks, retirement plan distributions and answering account related questions.  To further service our clients, I obtained  Notary Public status.  I have found serving others very gratifying and I am honored to be part of such an elite team of Financial Advisors and Associates.

Away from the office

I enjoy spending time with my adult son Joseph and my two furry babies, Bailey and Peanut. I love the outdoors and enjoy camping, fishing, gardening, long walks and hanging out on the patio with family and friends. My passion is to travel as much as I can and see what the world has to offer.

Phone: 952-475-8906
E-mail: [email protected]
Monarch Wealth Advisors

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