Meet Your Financial Advocates
Jacqueline H. Hunt, CFP®, CPWA®
Savannah York
Claire A. Wilson
Our Financial Advocacy Network™ is an integral and unique part of The Perry Richey Group's client service process.
This program is built to enhance three key aspects of our practice - Stewardship, Standard of Care, and Life Events.
Your Financial Advocate works alongside your Financial Advisor to review your accounts, formulate meeting agendas, and prepare for each client review meeting. Your Financial Advocate also manages any follow up, provides you with a detailed meeting summary, oversees implementation of any recommendations, and coordinates strategies with your CPA and attorney as needed. Your Financial Advocate serves as your dedicated point of contact within our team.
The Advocate Advantage™ is a program meant to provide your loved ones and close friends with the resources they need for the life experiences that they are encountering. Whether you have a family member enrolling in their first 401(k) plan, or your former colleague has questions about Medicare, The Advocate Advantage™ provides an easy way to connect the people you care about most to the resources they need to make informed financial decisions.
SIgn Up for the Advocate Advantage™ Email List
If you are an existing client with friends, family, or colleagues who could benefit from receiving The Advocate Advantage™ e-newsletters each quarter, let us know here.
Stewardship
Standard of Care
Life Events