Marlene Perry Email & Phone Number

Philadelphia, Pa, Us

Devon, Pennsylvania, Us

• Responsible for custodial paperwork, account opening and document maintenance. This includes monitoring and reconciling asset transfers and cost basis. • Work closely with the Wealth Advisory Group, custodians, and Separately Managed Accounts (SMAs) account manager. • Assist in process driven CRM system updates, which includes consistent collaboration with the Manager of Operations to ensure network client files are current and all tasks are completed.• Maintain positive/professional relationships with custodian (Schwab service team) and vendors on client paperwork communication, deposit/distribution requests, and problem-solving initiatives. • Provide phone and/or office coverage when necessary. • Ability to work in an environment where “no task is too small.”• Understand, support, and live the firm’s vision, mission, and values.At Domani Wealth, we listen, and we simplify. Relationships are our focus. We often act as a guide and protector of our client’s legacy and their family’s values. Domani is the Italian word for ‘tomorrow’, and we know that decisions made today can often set the course for reaching your dreams in the future. Formerly ParenteBeard Wealth Management, our 25+ years in business and more than $1.7 billion in assets under management and advisory, reflects that we are trusted by people across the country to guide their financial plans and actively manage their savings and investments – their financial future. Everything we do starts with where a client wants to go and how we can help them get there. Our independent, fee-only structure means we are not tied to placing funds into specific products; our clients get the benefit of a wide array of options. We also help clients understand tax ramifications and create more tax-efficient plans to maximize their income. Working with us, we can help you on a path to a more successful tomorrow and are committed to acting in your best interest.