Wachovia

Financial Advisor, Vice President - Investments

Dear Valued Clients, 

I am pleased to announce that I have moved my practice to Wachovia Securities. There are several reasons I decided to make this important change, and I would like to share with you how Wachovia Securities is different from other firms.   
 
Wachovia Securities is the nation’s second largest full service retail brokerage firm*, providing financial advisory, brokerage, asset management and other financial services through approximately 17,200 registered representatives in more than 3,700 locations nationwide as of December 31, 2007. Headquartered in St. Louis, Missouri, Wachovia Securities is a non bank affiliate of Wachovia Corporation.
 
A key competitive distinction of Wachovia Securities is its ability to combine the capabilities of a large national firm with a culture more akin to that of the regional firms from which it evolved. Central to that culture is a strong dedication to supporting the relationship of the firm’s financial advisors with their clients. The firm’s goal is to carry forward its founders’ legacy of integrity, commitment and trust in serving clients.
 
Wachovia Securities enables me to offer you one of the broadest ranges of financial products and services available in the industry – including investment planning, asset management, equity research, portfolio strategy, wealth management, a varied assortment of mutual funds and annuities, and access to trust services, and investment banking expertise through Wachovia affiliates. Through an affiliation with Wachovia Bank, N.A., I am able to refer you to lending services professionals that can help you with mortgage and home-equity loans, lending strategies, and more.
 
I will be following up with you personally over the next several weeks to discuss in detail the reasons that I feel Wachovia Securities will help me to better service your investment needs. In addition you will be receiving a packet of information from me in the mail. In the meantime, please feel free to contact me 973-635-4467.  I look forward to speaking with you soon.
 
*Based on number of Registered Representatives as of January 1, 2008.

 
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