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FPQP™, Client Service Senior Team Lead
You need reliable administrative support and good customer service.
My favorite superhero is Invisible Woman. She is grounded and keeps the team in check. Her ability to turn invisible means that she is able to fly below the radar, but her impact doesn’t go unnoticed.
Developing efficient processes that allow productivity to flourish.
Structure and accuracy, ensuring efficiency when servicing our clients’ needs.
By helping you coordinate the complexities of your financial life, we can create more time for what matters most and empower you to make an impact in the lives of the people you care about. Take a minute to get to know us!
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David H. Gaynes is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL registered representative associated with this site may discuss securities business in the US and/or transact business in the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MS, NC, NH, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI
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