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 primary point of contact for her clients. She handles a variety of tasks, including scheduling reviews, establishing new accounts, and ensuring timely and accurate cash flow for clients. She is a lifelong learner and enjoys the intellectual challenge of our industry. 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. She will readily admit that she enjoys spoiling her dog rotten.