One of the great benefits of our relationship with LPL Financial is their virtual services. We recently hired Coretta as our virtual admin. Remotely, she is able to process documents, follow up on 'virtually' (pun intended) all tasks, send appointment reminders, and even help answer phone calls. BMG Advisors embraces technology, and we love it when we can use it to bring people together.
Coretta has over twenty years of experience in the banking and financial services industry. Prior to joining LPL, she served as a Transition Consultant at MetLife / MassMutual, where she worked closely with financial advisors in moving their books of business. She also worked at Vanguard for 15 years in a variety of roles including serving as the primary point of contact while coordinating transfers, opening new accounts, and reviewing forms. She provided excellent customer service for high-net-worth investors and played a central role in resolving client issues.