Loretta C. Bills
Client Service Representative
Loretta delights in getting to know her clients and provide them with outstanding service. She is responsible for the servicing of her clients’ accounts and acting as a their primary point of contact. She handles a variety of tasks, including scheduling reviews, establishing new accounts, and ensuring timely and accurate cash flow for clients. Her motto: Never stop learning. Loretta joined Prosperity Advisors in 2012, and has worked in the financial advising industry since 2008. She holds her Series 7 and 66 securities registrations.
In her free time, Loretta volunteers as a patient advocate and is an avid reader. She has a large family and is the mother of three adult sons and 2 grandchildren. She enjoys gardening, music, lapidary and Marvel movies.