We would like to introduce you to one of our newest additions to our work family.
Janet Bedford is a Client Services Manager, she joined our team May 2022, but has worked for LPL Financial since 2020. Janet’s Wealth Management experience started in 2017 where she worked for Wells Fargo Advisors. She was also an account executive for Premier Consulting partners as a producer and handled employee benefits.
Janet has 20 years’ experience in handling client services. She uses her experience and strategic mindset to develop best solutions possible for our clients and holds a high regard for customer service.
Janet is a proud graduate of Oklahoma State University and has her bachelor’s degree in business management and marketing. She enjoys getting to know our clients and helping them with their needs.
Janet lives at Grand Lake, OK. She is happiest when she is spending time with her 20-year-old son. She enjoys the lake, working out, and traveling. When not in the office you’re likely to find her enjoying the lake life with her son and lake family.