Cherita Montgomery

Cherita Montgomery-Stokes is a Client Service Associate at UBS Financial Services, specifically in the Wealth Management division.1 She is based in Dallas and has a background in finance, having attended Texas A&M University.1 In her role, Cherita likely leverages her skills and expertise to support wealth management clients at UBS. While specific details about her day-to-day responsibilities are not provided, client service associates in wealth management typically assist financial advisors, handle client inquiries, and support various administrative tasks related to client accounts and financial services.