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Angie McCarthy  | Client Services Associate

Angie McCarthy | Client Services Associate

Angie joined the firm in September of 2012, having 20 years experience in the Accounting Industry. Her genuine interest in serving others allows her to aim at consistently providing extraordinary client service. She assists all advisors and clients with new account paperwork, account transfers and processes all Alternative Investment and Annuity applications. In addition, she handles all Electronic Branch Trades Reporting and Investment Switch letters. Angie lives in Gonzales, with her two daughters, Caroline and Katie.