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Bailey FieldingSenior Client Service Manager
Biography
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As senior client service manager, Bailey serves as the connection point between the client community, custodians, and internal teams to provide seamless execution of financial transactions. From account applications and asset transfers to distributions and day-to-day requests, she also acts as executive coordinator, keeping the team organized and operating at its highest capacity.
Bailey's mission is to make every interaction stress-free by delivering compassionate, exceptional service. She believes every request – big or small – deserves the same level of care, because behind each one is a person seeking clarity and simplification. By approaching challenges with creativity and diligence, Bailey is known for easing concerns, streamlining processes, and giving the team confidence that everything is handled with integrity.
Before joining Generation Capital Advisors, Bailey spent six years at Dakota Wealth Management as a senior relationship associate and as an executive assistant in their Tax Services office. In these roles, she was often the first point of contact for clients, managing fund transfers, tax returns, and estate plan documentation.
Outside the office, you'll find Bailey at book club, watching tennis, or finding live music events to attend across the country. She often heads back to Berkshire County to spend time with her family and three golden retrievers: Wrigley, Pesky, and Junie.
Bailey earned her Bachelor of Arts in Psychology from Providence College, as a member of both the Honors Department and Psi Chi, the International Psychology Honor Society.
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