Transition

Across the landscape of the financial services business there is a perpetual headwind of providing favorable and comfortable performance to clients within volatile markets. It’s simply omni-present and this will never change. I’ve been an advisor for over 23 years and for half this time I’ve had John (PP) as my OSJ. He and his team have perpetually delivered prompt service with great attention to detail for all my business processing, service, supervisory and problem issues. I have enough to confront with daily market volatility. It’s a pleasure to also have the omni-present and consistently high service level of John and PP.