Angie Bentley
Senior Client Service Associate
Angie brings more than 30 years of financial services experience to Cleros Wealth Partners, with a focus on client service, trading, and account administration. She supports clients and team members by coordinating account requests, facilitating trades, and overseeing day-to-day service needs.
Before Cleros, Angie worked at UBS Financial Services, where she supported client relationships and daily account operations. Earlier in her career, she spent more than 20 years at Merrill Lynch, where she obtained her Series 7, 63, and 65 registrations.
Angie earned her bachelor’s degree from Texas Christian University.
Outside the office, Angie enjoys photography, arts and crafts, and spending time with family and friends. She lives in Pantego, Texas, with her husband, David, and has two daughters, Ryan and Addison.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
