Show Notes
Carrie Cook, CEO of Preferred Trust Company, explains why Preferred Trust Company doesn’t have specific account managers for each account and WHY we work as a team!
Read Whitepaper: Income & Inheritance
Visit Our Website
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted.
Follow us on Social Media: -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.