A client’s team is led by a Wealth Advisor who has an in-depth understanding in all matters pertaining to the client’s personal finances. The Wealth Advisor is supported by a team of specialists to further meet your needs. The team typically includes a Financial Planner, Client Service Associate, and a Client Service Coordinator. If you call SFMG with a question or concern, you will speak with a member of the Client Service team and then with your Financial Planner or Wealth Advisor.
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