Email directly to your Client Account Manager (CAM) for ALL service issues.
Address changes, questions, forms, reports and more start with contacting your Client Account Manager. Each one will work with your advisor, on your specific needs.
Who is your Client Account Manager? It depends on your last name. If your last name begins with:
A - E, V - Z
Joy Levis
jlevis@texaswealthmanagement.com
F - Le, Sp - T
Jeremiah Corbin
jcorbin@texaswealthmanagement.com
Li - Sm
John Gibson
jgibson@texaswealthmanagement.com
