Hello this is James Mayer from the Huffman Mayer Wealth Management Group of Wells Fargo Advisors.  That is going to take me some time to get used too.  

 

The reason for this video is to discuss the fact that your primary financial advisor has recently resigned from our team. 

 

This was a surprise to us, and it may have been a surprise to you.  

 

We had sent you an email and a member of our team has attempted to called you.  

 

 

You have several choices:

 

1.      You may decide to continue working with her.

2.      You may decide to stay here with our team.

 

Or what might be the best option.

 

1.      You may decide to not decide at this moment.

 

Our Team is not just one person.  

 

It is a 9- person team, with almost 200 years of experience.  We are still and will always be here for you. 

 

We’d love the opportunity to continue to serve you and your financial needs.  

 

We built our team to best serve our clients.  Over the years that you have been with us I am sure that you have spoken with Donna Hassett, Margie Gilliland, Thomas Gilliland, or Rachel Dominessy.  Dan Huffman, Ryan Richards, Phil Anderson, and myself James Mayer are here for you.   

 

Please take all the time you need to decide, but also please know that we want to schedule an appointment to discuss the options available to you. 

 

We want to review your situation, investments, and your fees.

 

We also have our new office in Concord if that is more convenient.

 

While we all will miss your financial advisor and her contribution to our team, please know there will be no interruption to your financial goals during this transition.

Huffman Mayer Wealth Management Group of Wells Fargo Advisors

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