Customer service is priority number one
Prompt, friendly and always client-focused, our customer service associates are here to assist you. Our associates work hand in hand with our team of financial advisors to help ensure that your needs are addressed quickly and handled with care. Your client needs always come first, and you can contact us at any time via phone or email, and we will respond to your needs immediately.
Meet Kelly Hudson
With over 20 years of experience in the financial services industry, Kelly serves as a senior service associate with the Gagne Wealth Management Group. Her primary areas of responsibility include providing administrative support to our team of financial advisors while providing customer service support to our clients. By providing day-to-day administrative support, Kelly helps provide superior customer service to all of our clients. Kelly can assist you with all operational tasks ranging from account openings, deposits, transfers, questions about client statements and other client service-related issues.
“I look forward to getting to know you and assisting you with all of your account service needs.”
- Kelly Hudson
Contact Kelly:
Kelly.hudson@raymondjames.com
317.577.6032
Meet Jamie Montisano
With over 10 years’ experience in the financial services industry, Gagne Wealth Management is proud to welcome Jamie Montisano to our client service team. Jamie is one of our essential Client Service Associates. Prior to coming to Gagne Wealth Management Group, Jamie was a supervisor at multiple Cashland Financial Services locations as well as an accounts payable/accounts receivable representative at Delco Foods. Jamie comes to the company with almost 15 years of customer service experience and looks forward to working hard to meet your every need. Jamie can assist you with all operational tasks ranging from account openings, transfers, deposits, questions about client statements, and other client service-related issues.
Contact Jamie:
Jamie.Montisano@RaymondJames.com
317.577.6032
Raymond James is not affiliated with any of the organizations listed above.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
