Heidi works as a Client Service Specialist, assisting Advisors with new accounts, asset transfers, cash requests, money movement, cost basis and RMDs. In her spare time, Heidi enjoys garage and estate sales, art galleries and local music.
Heidi works as a Client Service Specialist, assisting Advisors with new accounts, asset transfers, cash requests, money movement, cost basis and RMDs. In her spare time, Heidi enjoys garage and estate sales, art galleries and local music.