Adair Moody Winkler

Adair is responsible for handling day-to-day account service requests, helping RIAs manage changes to their client accounts, which allows advisors to focus on serving their clients. With several years of experience working with the wealth-management platform, she loves sharing best practices to help RIAs improve their workflows.

Adair has been in the financial services industry for nearly 10 years. She was previously employed by SA Stone Wealth Management, where she was a lead relationship manager for independent financial advisors. Adair worked with financial advisors at the broker dealer to help facilitate their middle and back office needs. Adair oversaw 100 financial advisors to make sure their practices were running smooth and efficiently. Adair is a graduate of Auburn University.