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Who To Contact

"Who to Contact" List

We understand that situations arise, and whatever that situation is, our team strives to provide you with exceptional service when you need it most.  Below we have listed some common topics and our Who to Contact list to ensure that this information is at your fingertips and you can get your questions answered quickly and efficiently.

 

TOPIC

TEAM MEMBER

Account Inquiries

Eva

Address Changes

Eva

Appointment Scheduling

Eva

Cash Movement

Eva

E-Newsletter Subscription

Eva

Estate Planning

Steve/Karen/David

Forms

Eva

Insurance/Annuity Evaluation

Steve/Karen/David

Investment Advice

Steve/Karen/David

IRA/Retirement Planning

Steve/Karen/David

Obtaining Research Reports

Eva/Karen

Online Access

Eva

Portfolio Review

Steve/Karen/David

Quotes

Eva/Karen/Steve/David

Referrals

Steve/Karen/Eva/David

Special Events (seminars/events)

Eva

Statements

Eva

Tax Information (cost basis)

Eva/Karen

Trade Transaction

Steve/Karen

Transfer Process

Eva

Website

Eva

Other Issues

Steve/Karen/David/Eva

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.
 


Check the background of this financial professional on FINRA's BrokerCheck.