Lena Brewer
Maintaining strong advisor/client relationships is a key focus in my role as an Assistant to Jake Newcomb and Ben Boyd at Blackwood. I handle tasks such as scheduling, formatting meeting notes, and managing future meeting objectives while also updating client information in their LBS websites and individual client tree files. I strive to offer our clients a quick connection to their financial advisors and an open line for asking questions and getting answers. Clients can rely on my willingness to help in any capacity and my ability to keep organized notes from their meetings.
Outside of work, I can be found spending most of my time making memories with my three children. We love the outdoors, being near the water during warmer months, and are always looking forward to our next trip to Disney! In my spare time, I thoroughly enjoy event planning for my family and friends, from food to decorations.