Out of an abundance of caution and following the guidance of government officials and agencies in the state of Connecticut and at the Federal level, your team at Moneco Advisors has decided that beginning on Monday, March 16th the office will be closed. All advisors and administrative personnel will begin to work remotely.
Our goal is to lessen any exposure to our staff during these times, while continuing to provide the same level of care and attentiveness to your needs. This move is in line with our business continuity plan for office disruptions and will no way interrupt the world class service to which you have become accustomed. We are fortunate enough to have invested in technology that allows us to take this action to safeguard our staff, while not interrupting the level of service that you, our clients, deserve and expect.
You will experience no change in how you reach any member of your team. The main number at 203.319.3550 will give you access to our service team specialist Jillian. If you reach our voicemail system, you will have the option to leave a message or key in your team member’s extension, which will immediately be forwarded to their cell phone.If you leave a voicemail, a duplicate email of that message will also be sent to the advisor or administrator that you are trying to reach.
As always, all of our advisers and staff will be diligently monitoring email and will respond in the timely manner that you are used to.
AJ (Arthur) ext. 111 firstname.lastname@example.org
Audrey ext. 102 email@example.com
Brett ext. 112 firstname.lastname@example.org
Charlie ext. 203 email@example.com
Chris L. ext. 116 firstname.lastname@example.org
Chris N. ext. 103 email@example.com
Chuck dial: 203.944.7333 firstname.lastname@example.org
Colleen ext. 126 email@example.com
Dana dial: 203.292.0752 firstname.lastname@example.org
Dave ext. 107 email@example.com
Eric ext. 204 firstname.lastname@example.org
Ginnie ext. 104 email@example.com
Jason ext. 109 firstname.lastname@example.org
Jillian ext. 201 email@example.com
Joe ext. 202 firstname.lastname@example.org
John F. ext. 127 email@example.com
John R. ext.106 firstname.lastname@example.org
Kathy ext.100 email@example.com
Nick ext. 136 firstname.lastname@example.org
Peter ext.110 email@example.com
Reed ext. 113 firstname.lastname@example.org
Sandy ext.105 email@example.com
Scott ext. 117 firstname.lastname@example.org
Sean dial: 860.640.4546 email@example.com
Steve dial: 203.944.7333 firstname.lastname@example.org
Tracy ext. 101 email@example.com
The Rocco & Associates Team at Moneco Advisors can also be reached alternatively by dialing 203.255.6022, which will continue to go to Jillian.
In the unlikely event you cannot reach your advisor and/or administrator and need to process a trade or a money request, this can be completed by calling the LPL Financial client line at 800.558.7567.
We are confident that this disruption will pass and once it does, your entire team at Moneco Advisors will look forward to greeting and meeting with you at the office once again.
Stay safe & healthy