Your Personal Team
While many firms assert that they have the best professionals in town, The Advocate Group strives to be the best firm in town.
In this spirit, all clients are provisioned with their own private advisory team; replete with a Primary and Secondary Advisor, a Primary and Secondary Team Leader, and a Primary and Secondary Operations Associate. Your six-person team is committed to your total satisfaction.
Financial Advisor:
Primary function is to give advice, counsel, and encouragement to clients engaged in our consultative or investment advisory services. Secondary function is to remain intellectually cutting edge on all tax, investment, and other vital planning considerations which bear directly upon the quality of our counsel.
View our Financial Advisor bios →
Team Leaders:
Primary function is to coordinate the entire advisory process. Secondary function is to be the primary point of service on advisory matters.
View our Team Leader bios →
Operations Associates:
Primary function is to coordinate and execute the agreed upon implementation agenda. Secondary function is to be the primary point of service for all implemented product and investment strategies.
View our Operations Associate bios →
Back Office Support:
Beyond your immediate six-person support team, The Advocate Group is built around the concept and ability to have any one of our twelve team members provide superb, personalized support.
