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Trusted Guidance for Every Financial Milestone

Resources & Support for Your Financial Needs

Supporting Clients Every Step of the Way

Access essential resources for managing your financial accounts. Find answers to common questions, navigate Schwab and Fidelity services, and connect with the right team members for assistance. In addition to personalized assistance, our team also provides the following services to ensure comprehensive support for your financial needs:

Account Management

  • Address, Email & Contact Information Updates
  • Online Account Access
  • Account Beneficiary Changes
  • Account Transfers & Account Updates

    • Financial Support & Planning

  • Estate Administration Support
  • Money Movement & Wire Transfers
  • 401K Rollovers
  • IRA Qualified Charitable Donations

    • Charitable Giving

  • Charitable Gifts of Securities
  • Complimentary Notary Service & Signature Guarantee
  • Wealth Platform Access

    • Scheduling & Miscellaneous Services

  • Scheduling
  • Online Account Access
  • Wealth Management Platform

    • Our Service Team

    Dedicated Support for Your Financial Needs

    Rasha Bitar
    Director of Client Services
    Money Transfers & Account Maintenance
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    Sierra Lawrence
    Director of Operations
    Account Rollovers & Transfers

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    Brett Colbert
    Financial Paraplanner
    Wealth Platform Access

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    Maggie Shipley
    NextGen Advisor & Financial Analyst
    Other Serivce Needs
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    Grace Nolin
    Business Management Intern
    Meeting Scheduling & General Inquiries
    Contact Me
    View All Team

    Schwab & Fidelity Resources

    Essential Tools for Managing Your Accounts with Ease

    These resources provide step-by-step guides and essential tools to help you navigate your Schwab and Fidelity accounts. Whether you’re looking to update personal information, transfer funds, or access important documents, these guides will assist you in managing your accounts efficiently and securely.

    Schwab Resources

    Simplifying Your Schwab Account Management

    The Schwab resources offer step-by-step instructions to help you manage and optimize your account. From enrolling in Schwab Alliance to accessing tax documents, these tools are tailored to ensure you can confidently manage your investments and finances. 

     

    Fidelity Resources

    Navigate Your Fidelity Account with Confidence

    Our Fidelity resources provide comprehensive guides and tools to help you manage your accounts effortlessly. Whether you’re updating beneficiaries, accessing tax documents, or making investment decisions, these resources are designed to make your experience seamless and secure.

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    Please provide your details below, and our team will get back to you shortly to assist with your request.

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    Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth and Osaic Advisory. 

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    This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, KS, LA, MA, MD, MO, NC, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. If your state isn’t listed, we can obtain licensing there to work with you.

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