Follow on Google News News By Tag Industry News News By Place Country(s) Industry News
Follow on Google News | ![]() Guardian Wells Financial Welcomes New Client Service DirectorGuardian Wells Financial announces the hire of a new Client Service Director to facilitate growth in client and partner relationships.
Kyle is an investment industry veteran, having previously been a Series 7 licensed stockbroker. After earning a bachelor’s degree from Miami University in Oxford, Ohio, his financial services career began in Indianapolis with the Charles Schwab Corporation in 1994. Kyle now looks forward to helping each individual have a great experience as a Guardian Wells Financial client. “Kyle has been a valued member of several financial planning teams over the past two decades gaining a unique skillset in investment and wealth management. We could not be more pleased to have him join us in his new capacity,” said Jason Hutchins, President and founder of Guardian Wells Financial. “His commitment to supporting organizational growth by providing strategic client support and ensuring client satisfaction will serve this firm well.” Kyle’s responsibilities include managing client services, helping to facilitate company activities for new and existing clients, processing new account documentation and account transfers, updating and reporting annual account reviews, and servicing all client needs. Kyle said of his new role, “I am looking forward to acting as the customer liaison for Guardian Wells Financial and making sure that our clients receive what they need and expect, but also to go above and beyond their expectations to give them a superior experience. This is a highly client-focused business, and we need to see to it that our clients feel confident and secure in the retirement plans we prepare for them and the accounts we handle.” Kyle resides in Fishers with his lovely wife and 4 wonderful children. **Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Global Financial Private Capital.** Contact: Ashley M. Adamak-Gray 317-660-0929 722 S. Rangeline Rd. Carmel, IN 46032 End
|
|