We hope you and your family are safe and well. We want to let you know about an update to our office hours. One person will be physically working in the office each day Monday – Thursday from 8:30 am – 5 pm and Fridays 8:30 am – 1 pm to make sure our processes are working to support you. All of the Webb Investment Services team will continue to be available to our clients through phone calls, Zoom meetings, and emails.
For the time being, we still do not plan on hosting 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 need to send us documents, you can securely upload them to the Vault connected to your Investor Access, you can send them in the mail, or you can contact us to arrange a time to drop them off at our office.
We are continuing to follow the developments of the COVID -19 situation along with all recommendations from the CDC, the State of NC, and Buncombe County.
Please do not hesitate to contact us if you need us in any way.
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