Laguna Wealth Coronavirus Business Continuation Plan
With our foremost focus on your health and that of our associates, we’re continuing to closely monitor all coronavirus-related developments and guidance from government and health officials, including the Centers for Disease Control and Prevention (CDC) and any local- and state-specific direction that may impact the operation of our branch.
We have adapted our hurricane business continuation plan to address some of the unique concerns the corona virus presents. Our team is prepared to continue our business operations and high client service standards with minimal interruption.
Aligning with CDC social distancing recommendations, we are requesting all clients and vendors to refrain from visiting our office. In lieu of in-person meetings, we are happy to schedule a video conference meeting using Zoom, Raymond James’ virtual meeting solution.
We are further working to limit the number of people in our offices by implementing a mix of remote work and split operations. Each of our associates are fully mobile and have the tools and abilities to work and fully serve you from any remote location. You can still reach us by dialing our regular phone numbers, email, or contact form through our website. Our main phone line is 361-249-9360.
We have cancelled our upcoming Tax Day Crawfish Boil event.
The web address for Client Access, Raymond James’ online portal for viewing accounts, holdings, and transactions, is https://clientaccess.rjf.com/. For those of you who would like to enroll for online Client Access, please contact our office and we will assist in the enrollment process.
In the extreme event where all associates are unable to work remotely, operations would be transferred to the Raymond James home office Client Services at 1-800-647-7378.
We appreciated the confidence and trust you have place in us, and we are committed to serving you and guiding you through these difficult markets.
Don’t hesitate to call us with questions. Connect with us on social media or through our website to stay up to date.
Sincerely,
The Laguna Wealth Services Team
Matt Apple, President, LWS & Financial Advisor and Branch Manager, RJFS
John Holloway, Vice President, LWS & Financial Advisor, RJFS
Lewis Prowse, Senior Wealth Advisor, LWS & Financial Advisor, RJFS
Jill Williams, Registered Client Services Manager
Kimberly Prowse, Financial Coordinator
Priscilla Terrell, Client Services Associate
