DaisyClient Service Coordinator – Investment Accounts and Insurance Plans

Daisy establishes accounts and manages all their various features, from incoming transfers to outgoing distributions. She creates and maintains all the paperwork necessary for active accounts and can provide activity information, online access, or tax documents when needed. Through her daily interactions with all our investment custodians, Daisy processes instructions from our advisors, and responds to client requests regarding their accounts. She is also responsible for all insurance requirements, such as coverage changes or beneficiary updates, and will speak to the carrier on your behalf whenever necessary. Please contact Daisy with any investment account issues or insurance inquiries you may have.