Karl Burrell
A routine service request may involve several administrative steps before it is complete.
Karl Burrell supports Dovetail Financial as a Client Services Assistant through Nifty Advisor Support.
He works behind the scenes on operational and client-service requests. His work helps routine service needs keep moving.
What Experience Does Karl Bring?
Before joining Nifty Advisor Support, Karl spent four years working in brokerage operations at a large custodian.
That experience taught him how routine account requests move through a custodian. Karl earned a degree in history with a minor in business administration from Texas Woman’s University.
How Does Karl Support Dovetail?
Karl helps the Dovetail team respond to routine service requests.
He also supports the administrative work needed to keep those requests organized.
What Does Karl Enjoy Outside of Work?
Karl enjoys hiking, lifting weights, and listening to podcasts. He also enjoys watching sports.
How Can You Begin With Dovetail?
Bryant Lester, CFP®, leads Dovetail’s introductory calls. Bryant will learn what prompted you to contact Dovetail and which financial question you want to discuss.
When a follow-up makes sense, Bryant can introduce you to Ross Marino, CFP®, CeFT®, or another Dovetail advisor. You may request a different advisor.
