Paige Gleason

Executive Administrator


With nine years of experience in the financial industry, Paige brings a wealth of knowledge and expertise to her role at Preferred Partners. Her passion lies in helping advisors navigate compliance and regulatory standards, providing tailored solutions, and ensuring compliance with industry regulations.

In her role as Executive Administrator she oversees communication between advisors and clients. This includes reviewing emails, letters, and other correspondence to ensure compliance with regulatory guidelines; providing advisory support regarding compliance questions, client interactions, and regulatory changes; and working closely with advisors in building long-lasting relationships based on trust, transparency, and communication around regulatory and compliance issues.

Outside of the office, Paige cherishes her time with her four young children. Their laughter and curiosity remind her of the importance of balance and perspective. As a tax consultant for a local business, she assists individuals and small businesses in optimizing their tax strategies.

Paige loves attending live theatre performance and appreciating the artistry, storytelling, and creativity that unfolds on stage.

Copyright © 2024
Preferred Partners