Elaine's experience in the Financial Services Industry began in 2003 as a licensed Client Services Specialist at Charles Schwab & Company in Chapel Hill, NC. As the direct support for an office of three Investment Consultants, Private Client Consultant, Branch Manager, and Regional Senior Vice President, Elaine was in charge of the operational and client support operations for a branch with assets in excess of $1 billion dollars. She was responsible for branch audits and compliance adherences.
As an Associate Financial Representative at Northwestern Mutual Financial Network in 2005, Elaine served as the direct support to the Managing Director in an office of 14+ full time agents and their staff. While at NWMFN, she utilized her experience as a licensed financial rep to assist with client appointments - life and disability insurance & long term care illustrations, future planning modules and any necessary marketing materials to better serve clients.
Elaine eventually became the Project / Office Manager at William F. Roberson, CPA, PLLC and happily supported two Managing Partners in an office environment of 17 CPA’s and accountants for 5 years before leaving the working world to raise her children, Miller, Vivian, Mack, and Molly.
Elaine Bahr is not registered with FSC Securities Corporation.