The team at Nachman Norwood & Parrott Wealth Management Consultancy (NNP) is excited to welcome Lauren Starks as a Senior Wealth Planner.
Lauren is a CERTIFIED FINANCIAL PLANNER™ and in her role at NNP, she will oversee the financial planning department and work closely with advisors to help develop and prioritize each client’s goals.
Lauren comes to NNP with 12 years of experience in the wealth management industry, and previously worked as a Senior Planner with Smith & Howard Wealth Management in Atlanta, Georgia. She holds a Bachelor of Arts in Sociology from the University of Georgia and earned a certificate in Personal Finance Planning at UGA’s Terry College of Business.
Read more about Lauren joining the NNP team on GSA Business Report’s GSABizWire.com.
We are making progress with the transition of client accounts to Schwab and would like to provide a few updates:
1. Emails from Schwab:
Many of you may be receiving email notifications from Schwab regarding a variety of items such as electronic document delivery or confirming account information changes.
These emails are a part of the normal account opening process, but please contact us with any questions you may have.
2. Asset transfers:
Once your new accounts are open at Schwab, it will take five to seven business days to actually transfer your assets from Wells Fargo to Schwab. If you had online access at Wells Fargo, you will continue to have that access available until the day your accounts transfer. Once your accounts are in transfer, we will be able to assist with any questions.
3. Notices from Wells Fargo:
Many of you have received a letter mailed in error by Wells Fargo stating the advisor on your account has been changed. Please disregard this notice.
Thank you again for your support as we make this transition. Please let us know if you have any questions.
Nachman Norwood & Parrott
At Nachman Norwood & Parrott, we are completing the final steps to become a Registered Investment Advisor. We look forward to the benefits it will provide to our clients and our staff.
We are committed to making this process as easy as possible for you, our valued clients. To do so, we would like to share a few reminders effective May 1, 2018:
When emailing our team, please be sure to use email addresses that end in @nnpwealth.com.
Until mobile access is available, please either mail or bring any deposits to our office. Deposits should be made payable to Charles Schwab.
3. Online Access
New and improved online access is underway. We will provide specific online access instructions as soon as it is available, but in the meantime, please contact our office with any questions.
As always, our team is here to help you every step of the way. We are very grateful to each of you for our success thus far. We appreciate your continued support during this process.
Nachman Norwood & Parrott