Navigation
close

Newsletters & Research

To join one of our email mailing lists please complete the following form.

Please select your subscription preferences

Market Commentaries
Webinars and additional research
Workshops and Events

A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

Claudia Roberts

Claudia Roberts

Claudia’s standard for helping clients achieve their goals has proved to be nothing short of the best.

As an experienced professional in financial services, Claudia is committed to anticipating and proactively developing solutions for our clients. In her role at Wiley Group, Claudia is the first point of contact when it comes to fulfilling various client requests such as distributions, account openings and transfers. She also works closely with our President and Chief Compliance Officer by helping to maintain firm policies that comply with applicable federal regulations as well as the company's community outreach.

Claudia began her career in the financial services industry seven years ago after graduating with honors from West Chester University. While she's not helping clients, Claudia enjoys cooking for family and spending time with her beautiful niece, Sophia. 

A Committed Team

Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.

Fun Facts About Claudia:

What is your favorite vacation spot? Mexico 

Finish this sentence: What I am most grateful for...My Family and Friends 

What is your favorite food? Salsa and Chips

Name a qoute that speaks to you: "Step with care and great tact and remember life is a great balancing act."