Chloe Casula
ASSOCIATE, WEALTH MANAGEMENT
Chloe is an Associate of Wealth Management at Choreo’s Peoria office, where she serves as a trusted partner to both advisors and their clients. Known for her reliability and attention to detail, Chloe plays a central role in the daily operations of the office – ensuring everything runs efficiently behind the scenes so clients receive a seamless and responsive experience.
Chloe is responsible for managing follow-ups, maintaining accurate client information, and coordinating key service activities that support strong client relationships. Her ability to juggle multiple responsibilities with professionalism and care helps create a welcoming, well-organized environment for both clients and the advisory team. Chloe’s dedication to operational excellence and high-quality service makes her an indispensable part of the Peoria team.
PROFESSIONAL REGISTRATIONS
- Series 65
