Who is “MY” advisor?
All clients are encouraged to call and talk to “any” GPWA advisor or support team member. At the same time, we anticipate most clients will chose to continue to communicate with the same advisor and same team members as pre-merger. This is perfect, however we do encourage all clients to get to know the entire team and to be comfortable talking to any GPWA team member if your primary advisor or assistant is not available. All GPWA processes, portfolios and service will be at the same high level regardless of which advisor or team member you speak with.