A
AgentAngeloAURA
Michael
TM
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HNWI · Defensive, Global Discretionary·No open actions

Theresa Meyer

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Client memory card
Theresa Meyer
The Widowed Steward
Winterthur, CH · CET
Values
  • Income that pays monthly billsPattern
  • Total transparency on feesPattern
Business & wealth
  • Grandchildren's education planningPattern
Family context
  • Not captured yet.
Preferences
  • Monthly statement called through on the phonePattern