Karen Guffey

Karen brings over 20 years of experience in the financial services industry working with broker-dealers and RIA firms. She specializes in operations, account openings, cash management, and account transfers. Her strengths are relationship building, organization skills, attention to detail and problem-solving. As a Senior Operations Associate, she is responsible for directly supporting the Operations Manager.

Karen has a Business Administrative Degree and Business Management Degree from Belmont Abby where she graduated Cum Laude. She is the mother of three amazing and successful daughters. Karen’s happy places are Kiawah Island and Death Valley at Clemson University. She also enjoys volunteering in the school system reading with special needs children. Karen attends church at The Cove.