As a Senior Registered Client Service Administrator working with Stephen M. Catalano – Managing, Partner at W3 Wealth Management is to take my 20 years in this industry experience as a specialist to consistently meet the clients’ expectations by making their experience as smooth as possible with all their investment needs. I am the client’s point of contact from start to finish on their investment service items. As a rule, I strive to continually provide a concierge level of service for our clients.
