|
Anyone in our company will be happy to help
you at any time with any issue. If you are working with an
Advisor, please feel free to direct your questions to him
or her. If you prefer a specific contact person, here is a
guide to BWFA staff:
|
| Services |
Issues |
Who to call
(410) 461-3900 |
Email |
| Appointments |
- Set appointments with anyone at BWFA
|
Lisa Juranic
Ext. 10
|
lguyton@bwfa.com |
| Investment account |
- Request distributions, make deposits or
transfers
- Questions about Waterhouse account statements
- Set up, or questions about, online access
|
Rachel Roffman
Ext. 15 |
rroffman@bwfa.com
|
| Investment trading |
- Recent trade questions
- Discuss your investment model
- Trading restrictions
|
Rob Williams
Ext. 13 |
rwilliams@bwfa.com |
| Investment management |
- Investment philosophy and strategies
- The firm's outlook on the stock market
|
Saxon Birdsong
Ext. 14 |
sbirdsong@bwfa.com |
| Retirement planning |
- Questions about your retirement plan
- Implementing retirement plan recommendations
- Setting up a retirement plan review
|
Mark Stinson
Ext. 12 |
mstinson@bwfa.com |
| Tax services |
- IRS correspondence you received
- Quarterly estimated tax payments (prepare/revise)
|
Bob Cassel
Ext. 17 |
rcassel@bwfa.com |
