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Consultant Relations

Ariana Polk

Relationship Manager

Ariana is a relationship manager at Breckinridge. In her role, Ariana is primarily responsible for home office relationship management for many of the firm’s largest relationships, such as national broker-dealers and banks. In addition to spearheading day-to-day relationship management efforts, she is also tasked with increasing Breckinridge’s exposure within those firms. Ariana also leads Breckinridge’s philanthropic services effort, which seeks to foster relationships with charitable organizations from around the country. Finally, she functions as the manager of Breckinridge’s customer relationship management (CRM) system. Ariana joined Breckinridge in 2008 as a member of the client services team and transitioned to consultant relations in 2013. Prior to Breckinridge, she was a financial representative for John Hancock Financial Network. Ariana earned a B.S. in economics and finance from Bentley University. She holds a Series 65 license.