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Client Care Associates

Client Care Associates

Our Client Care Associates have the primary responsibility of providing outstanding client service.  They work closely with the advisors and clients to make sure that any service needs are being addressed.  Here are a few examples of the specific services they may provide:

  • Open new accounts
  • Transfer and consolidate multiple accounts
  • Process a contribution or a distribution from your investment account
  • Update account beneficiaries
  • Update your contact information

We currently have 3 Client Care Associates (L to R):      

We are always happy to be of service!