Kara Rapport

Senior Account Administrator

BA Wittenberg University

“Providing exceptional service to our clients is a something that should be expected from a team whose focus is ‘client first’.”

Kara Rapport serves as the Senior Account Administrator – assisting clients with opening new accounts, moving money, and completing other administrative tasks for investment accounts.
Kara has years of experience supporting advisors and their wealth management practices as well as working in the corporate office of a large investment firm. She enjoys being a part of a team that strives to help clients transition from one stage of life to another with confidence. Kara strives to deliver exceptional service and takes pride in going above and beyond to help ensure client satisfaction.

Kara is married with two adult daughters. She enjoys spending time in the White Mountains and Maine with family and friends.

Previous
Previous

Diana Vasquez

Next
Next

Lisa Santos