Client Service Coordinator – Reception, Scheduling, and Client Meeting Follow-Ups
Joanne is often your first contact with Vermillion Financial Advisors when you call, e-mail, or come into our office. She is responsible for answering and routing all inquiries, all activities directly associated with client appointments, their follow-up, and client correspondence. Please contact Joanne to verify any financial information requests by your Advisor, appointment changes, or updates to your contact information.
Charles Schwab