Executive Assistant to Roy Willis since June 2004. Specializing in processing, administration and marketing. Responsible for all administrative areas on individual investments. Providing strong client service. Executive assistant in the client service industry since 1995
What We Do
We're in the business of helping you grow your savings. From financial planning to mutual funds, we have the services to set your mind at ease. Learn More.
Your Investments Online
Track your investments with the Assante Wealth Management InvestorOnline tool. Click below to access: