Client Advisory

Biography

Abigail is an Associate, based remotely in Chattanooga, TN. As Cerity Partner’s first Centralized Tax Preparer, she played an instrumental role in establishing and implementing the firm’s inhouse tax preparation program. Abigail’s focus is on the preparation and review of tax returns while maintaining adeptness in everchanging tax laws. She serves all branches of Cerity Partners and the clients of Charles Schwab and Fidelity.

Abigail has seven years of experience in financial services and five years of experience in tax preparation. Prior to joining Cerity Partners, worked as a contract seasonal tax preparer.

Education

  • B.S. in Business Administration with a concentration in Management from the University of Tennessee at Chattanooga

Connect with Abigail

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.