The Client Relationship and Service Team at Relative Value Partners, LLC is dedicated to fostering strong, personalized relationships with clients while delivering exceptional service and support. The team collaborates closely with clients to understand their unique financial goals and risk tolerances, ensuring that they receive tailored investment strategies and ongoing guidance. By leveraging their extensive expertise, team members work to enhance client satisfaction and build long-term partnerships, ultimately contributing to clients' financial success.
Alexandrea Smith
Client Service Administrator
Brian Callahan
Relationship Manager
Brian Roselle
Vice President, Client Service
Ernie Macvicar
Relationship Manager
Jeffrey Fosselman
Senior Wealth Advisor
MacVicar Ernie
Relationship Manager
Quinn Martin
Associate Wealth Advisor
Rebecca Deaton
Partner, Financial Advisor
Rita Osborne
Operations And Client Service ...
Whitney Spalding Spe...
Vice President And Financial A...
View all