Like you, we are continuing to follow the developments of the COVID -19. Webb Investment Services will continue to be available to our clients through phone calls and emails during this period of adjustment.
Over the next few weeks, we will not host meetings at our office. Our firm has the technology and tools to continue to provide service while allowing us to work remotely. Our goal is to provide the same high level of client service while respecting safety protocols to prevent the spread of the virus.
If you already have an appointment scheduled, we will contact you to see if you would prefer a Zoom meeting or a phone call. If you need to send us documents, either you can securely upload them to the Vault connected to your Investor Access or you can send them in the mail. One person will come into the office each day from 10:30am to 12:30pm to make sure our processes are working to support you.
Please do not hesitate to contact us if you need us in any way.
Main number 828-252-5132
Carrie Martin, RP® Client Relationship Manager: ext 200 firstname.lastname@example.org
Laura Webb, CFP® President, Webb Investment Services: ext 201 email@example.com
Elaina Shuler Client Services Specialist: ext 202 firstname.lastname@example.org
Faith Doyle, MBA, CFP® Financial Advisor Associate: ext 203 email@example.com