For all of our valued clients, I want first to thank you for allowing us to provide you with wealth management services. As you receive on-going communications about the transition from Waddell & Reed to LPL, which should take place on or about July 24, 2021, we ask for your understanding in receiving the large amount of mail or information that might be sometimes difficult to understand or appear repetitive. As previously announced, there is no required action from our clients in this process to continue using our services.
Gilles Mulard has decided to integrate the LPL system along many others from Waddell & Reed. Our priority is to continue the relationships and account management that started many years ago or decades ago for some clients. We are doing all the work to make the transfer as the least disruptive as possible. If you have any doubts or questions, please call us at 814.520.5511 before answering any type of questions.
We are planning to connect with you very soon to schedule your personalized appointment by phone or in person to follow up on all your individual situation. We are sincerely looking forward to serving you in the future like we did before and to being part of LPL.