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 email@example.com
Audrey ext. 102 firstname.lastname@example.org
Brett ext. 112 email@example.com
Charlie ext. 203 firstname.lastname@example.org
Chris L. ext. 116 email@example.com
Chris N. ext. 103 firstname.lastname@example.org
Chuck dial: 203.944.7333 email@example.com
Colleen ext. 126 firstname.lastname@example.org
Dana dial: 203.292.0752 email@example.com
Dave ext. 107 firstname.lastname@example.org
Eric ext. 204 email@example.com
Ginnie ext. 104 firstname.lastname@example.org
Jason ext. 109 email@example.com
Jillian ext. 201 firstname.lastname@example.org
Joe ext. 202 email@example.com
John F. ext. 127 firstname.lastname@example.org
John R. ext.106 email@example.com
Kathy ext.100 firstname.lastname@example.org
Nick ext. 136 email@example.com
Peter ext.110 firstname.lastname@example.org
Reed ext. 113 email@example.com
Sandy ext.105 firstname.lastname@example.org
Scott ext. 117 email@example.com
Sean dial: 860.640.4546 firstname.lastname@example.org
Steve dial: 203.944.7333 email@example.com
Tracy ext. 101 firstname.lastname@example.org
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