Client & Advisory Team Text Communication Important Details:
- This text messaging number is for the purpose of sending and receiving text messages only. If you would like to speak with us by phone, please use the contact information found at the bottom of this page to reach our main office.
- This text messaging service typically follows our normal business hours: 8:30 a.m. – 5:00 p.m. Eastern Time Zone (Monday – Friday)
- Please be aware that your messages will be received by your full advisory team and should not be used for private individualized communication.
- Your security is our priority; please be thoughtful about the information exchanged by text message.
- Please be advised that time-sensitive instructions to buy or sell a security or to conduct any other time-sensitive financial transactions cannot be accepted via text message. Such instructions must be discussed with an individual in order to be processed.
- You may opt out of sending and receiving communications at any time by replying “STOP”.
- Please continue to rely on phone and email as your primary form of communication with your Investment Advisor.