Charles, Just want to give a shout out to INTAC. I have a couple of cases/conversions that are a little complex. Jodie’s [Client Relations Manager] follow up with my client is fantastic. Bill Waller [Compliance Manager] has been extremely helpful with my other clients’ recent merger. All others have been wonderful too but just wanted to single them out.
John J. Murphy, Partner, Private Advisor Group
by Taylor Brown | Jul 2, 2023