Our financial advisors are available to assist you
Our financial advisors provide the highest level of personal, face-to-face service when and where it is most convenient to you and are available to assist you with your retirement needs. When you partner with a financial advisor, you will obtain:
- A clear picture of your current financial status,
- Investment strategies to help you reach each of your goals,
- Well-defined action steps to take, now and in the future.
You may schedule a personal appointment with a financial advisor by calling:
Steve E. Proffitt View advisor bio.
Senior Financial Advisor, Investment Advisor Representative
Cell phone: 954-684-6306
Local office: 561-688-6307
Your financial advisor is on the Main Campus every day, Monday through Friday.
CLIENT CARE CENTER
If you have a question about your account or the account access features, you may speak directly with a Customer Service Representative.
Available at 1-800-448-2542, Monday through Friday: 7:00 A.M. to 8:00 P.M., Central Time.