Winnie was recruited to Horizon not only for her knowledge of the financial industry, but equally for her reputation in the area of customer service. She has worked in the financial services industry for over 25 years. Through her long career at Morgan Stanley and NEXT Financial Group she developed a reputation for being a client-centered advocate. She oversees operational issues such as new business processing, account distributions and general problem solving. She acts as liaison between our clients and or back office support personnel. Working with our clients, she also coordinates with their designated legal and accounting professionals to help ensure consistency throughout their life planning.
Our firm also has relationships with a variety of related service providers, so if we don't have a product or service that you need, we probably know and work with someone who does.