Westborough, MA, September 12, 2014 --(PR.com
)-- CCR Wealth Management, a Westborough, MA based financial services firm recently hired Tara Rice as a Client Service Specialist. Ms. Rice previously worked at HMS Financial Group, where she was an Office Manager and Client Services Assistant. She has more than five years of experience in support and service in the independent wealth management and financial planning industry.
Joining CCR Wealth Management, LLC in 2014, Tara’s primary responsibilities focus on providing client service and operations functions. As a liaison between the advisors, clients, product vendors and our broker dealer; Tara works closely with our account custodians to seamlessly establish new accounts, coordinate account transfers, and initiate transactions.
CCR Wealth Management is an independent financial planning and investment advisory firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations, and institutions. Our team acts as personal advisors, empowering our clients with long-term wealth strategies, individualized financial plans, and strategic investment management solutions to help them achieve their lifelong goals.www.ccrwealth.com