Linda Netjes

I am a Senior Financial Advisor, Managing Director-Investments, and have over 25 years of experience serving affluent clients and their families. I have a dedicated Team consisting of six professionals. I have experience working with Fortune 500 executives, lawyers, doctors, and entrepreneurs who have started and sold or taken their company public. My Team provides our clients with solutions for their investment, credit, insurance, and executive compensation needs and objectives including concentrated stock solutions and 10b5-1 plans. My commitment is to work collaboratively with you to develop, implement, and review a custom, comprehensive financial strategy designed for you that helps fulfill your needs so that you can pursue and achieve your aspirational goals. The integrated solutions that my Team designs and implements for you involves my Team having access to internal specialists to create a multidisciplinary team that helps to addresses your unique objectives. The multidisciplinary teams that I have access to include fiduciary, portfolio management, estate planning strategies, credit, insurance, and philanthropic specialists. I believe that multidisciplinary teams enhance the ability to identify issues and opportunities and develop comprehensive solutions as well as providing continuity across generations. The first step is for us to meet and discuss your goals and aspirations and gather background information. The second step is to review your customized plan and the specialists that I have assembled to serve on your multidisciplinary team. My mission is to build a long-term relationship based on trust and integrity while providing proactive professional advice.