When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind. In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.In this episode, you will learn:The role the service team plays in the office functionsHow Synergy Capital Solutions creates a  seamless experience between client and advisorWho tracks and monitors your accounts on a regular basisWhy it’s important to have a trusted team on your sideAnd more!From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into  the office breakdown!Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Ver todos los episodios