Vicki McNamara has joined my team as our Client Relationship Manager. With over 30 years of experience and a strong dedication to client service, Vicki will support all operational activities including:
- Account opening and maintenance
- Service requests
- Money movement
- Review preparation
- Compliance procedures
- Outstanding service and support
- Scheduling appointments
Vicki can be reached at:
Phone: (508) 926-1437 | Email: vmcnamara@ifpadvisor.com
Prior to joining my team, Vicki served as an associate with another advisor in our firm. Outside of the office, Vicki enjoys spending time with her "grand-perfects". Vicki is available Tuesday-Thursday from 10:00 AM to 3:00 PM EST.