Gail M. Smoy
CLIENT SERVICE REPRESENTATIVE
Gail joined Leonetti & Associates in 2006. A big part of her job is greeting clients in person and on the phone. She works directly with and provides assistance to the Managing Partners, in addition to supporting the financial planning staff and the client service staff. Gail worked in a similar position for more than 10 years with a law firm in downtown Chicago.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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