We are thrilled to introduce your Southport Service Team. Whether you are looking for investment advice, employee benefits or personal insurance, our team is here to help you. With the ongoing growth of our organization we felt it was time to create a dedicated client services team to provide the most proficient and effective customer service support to our clients.
Because at Southport it’s all about you. The creation of these one-on-one work positions will ensure ongoing service excellence for our clients. You will have access to quick responses to service requests and assistance resolving issues through this personalized approach.
Southport Service Team:
Wendy Power – Director Client Services
Lisa Burnie – Client Relationship Manager
Wendy Power – Director Client Services wendy@southportasset.com
In her role as Director Client Services, Wendy focuses on the needs of our Employee Benefits clients. She works closely with business owners, plan administrators and clients to ensure the group benefits plans are implemented in an efficient and organized manner. She works with the plan administrators should there be any changes or updates to the plan. Wendy is a great problem solver and is your liaison with our vendors.
Lisa Burnie – Client Relationship Manager lisa@southportasset.com
As Southport Asset Management’s Client Relationship Manager, Lisa works closely with all our clients to ensure they have the products they need to ensure their financial health. Lisa invests the time to develop comprehensive recommendations for our clients in the areas of personal insurance and wealth management. Lisa is detail oriented and committed to your success.
If you have any questions or concerns about any of your products or services, don’t hesitate to reach out.
Southport Asset Management. Your trusted advisor. Call today 902 446 3900.