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Jorge Rosalez

Jorge Rosalez

Partner, VIP Relations, HR

As the Director of VIP Relations and HR, I am dedicated to learning about your personal goals. Everyone’s economic and life situation is unique, and I keep that in mind when pairing individuals and families with one of our financial advisors. I believe that personalized service is essential when matching clients with the right financial advisor, security products and services. Together we will use this information to build a financial security plan focused on your specific needs.

Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable as everything is moving forward according to plan.

If you ever have questions, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.