Client Services Coordinator
Liz stands at the forefront to our client world. She provides administrative support to advisors that are providing account level services including initial implementation of new accounts, transfer processing and ongoing account maintenance. Liz would be your primary contact if you elect to take advantage of the Courtesy Services provided by Phillips Financial.
Holding a Master’s in Business Administration (MBA), Liz provides an invaluable support role to Advisors and clients while also serving in the capacity of our Client Services Coordinator
Contact:
Phone (209) 367-0868 | Toll Free (855) 367-0868 | Fax (209) 367-0811
Email Elizabeth Holladay at elizabeth.holladay@lpl.com.
Connect with Elizabeth Holladay on LinkedIn