Episode 11 - Staying Connected as a Team
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Collaboration and teamwork are what sets Synergy Capital Solutions apart.
In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience.
In this episode, you will learn:
- How Mark and Norton brought their businesses together to create Synergy Capital Solutions
- How Synergy Capital Solutions works to serve their advisors and relationship managers
- How the clients benefit from having a collaborative team approach
- And more!
Tune in to learn more on the strength of the team!
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.