Barb Perrault

Registered Client Services Manager
bperrault@ascentialwealth.com

Barb brings extensive customer service and industry experience to her role, assisting clients with a broad range of administrative needs. She is here to help clients with things such as: establishing new accounts, asset and funds transfers, client information updates such as address or beneficiary changes, and assistance with online access, banking, and gathering of tax documents.

Barb has been in customer service for over 30 years, and began her financial services career in 2004. She holds her Series 7 and 66 securities licenses, and is a notary public. Prior to joining Ascential Wealth, Barb worked for another Raymond James aligned office in Duluth where she served as a registered client service manager and office manager.

Q & A with Barb

What is your customer service philosophy?
Client satisfaction is our number one priority. I know our clients’ time is valuable and strive to address client requests in the most timely, efficient, and accurate manner possible.

What are your areas of focus at Ascential Wealth?
We are here to make clients’ financial lives easier. By handling each need with accuracy and thoroughness, I can help clients accomplish their financial goals with less stress.

We aim to know what our clients want most and what our company does best, and focus on where those two meet for success.

Notary services provided are independent of Raymond James.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299