At B3, we work collectively as a team and any one of us is happy to help with any questions you may have or any situation that may arise. We also know that it’s nice to know just who to ask for when you call the office, so we’ve listed a few common scenarios below to guide you to the right person to talk to when you call the office:
Who should I contact if I need to transfer or withdraw money?
Heather is our LPL registered Wealth Advisor Assistant and is always available to help you access the money you need. Please call the office to talk with Heather, as trade requests are not allowed over email.
I have questions about my portfolio. Who should I talk to?
Any of our wealth advisors (Scott, Alex and Spencer) are available to you to answer any questions you have or to make changes to your investments. We value constant communication and collaboration with our clients, so don’t hesitate to call if you have any questions.
Who should I ask for if I need to schedule an appointment or need help accessing my account view?
Jess manages the calendar for the office and would be happy to get an appointment scheduled with any of the advisors. She is also the expert in AccountView. You can send her an email at firstname.lastname@example.org or call the office and ask for her.
We are proud of the collaboration and teamwork we utilize at B3 Wealth Strategies and want to do everything we can to make you feel confident about working with us. Please feel free to contact us if you have questions about working together.