Bernadette Burgoon Photo
" My goal is to make new client onboarding run smoothly, along with maintaining and building relationships. "
Bernadette Burgoon Photo

Bernadette Burgoon

Bernadette serves as a Client Service Specialist in our Pittsburgh office.  She has been in the financial service industry since 2018.  Bernadette works closely with her advisors and team members to provide efficient and timely assistance with day-to-day requests.  She provides operational support including opening new accounts, transfers, money movement requests and account maintenance. She enjoys building relationships with clients and finding ways to ease their service needs.  

Bernadette lives in the North Hills with her mini kitty zoo. She enjoys spending time outdoors, traveling and volunteering.

Professional Licenses & Designations

Notary Public – Pennsylvania


Bachelor’s Degree – Special Education – Slippery Rock University

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