First Vice President - Investment Officer, Financial Advisor
We recognize our clients place great trust in us to guide the stewardship of their financial lives. Communication is critical and we view every interaction with our clients as an opportunity to build trust and deepen the relationship.
We aim to ensure we fulfill our stewardship responsibilities with ongoing communication, meeting and education. Your client experience would include:
Client Listening Survey
Timely White Papers
Online access to news, research and commentary
Client Review Meetings
Connection through LinkedIn