Client Services Manager, Registered Representative
Bio
Rex Points II, Client Services Manager, assists in the management of retirement plans and wealth accumulation accounts for individuals and corporations. He serves as a valuable resource to clients by providing excellent customer service and problem solving resolutions. Rex is passionate about creating a positive experience for clients while creating lasting relationships.
Areas of Expertise
Retirement Savings
401(K)/401(B)
Term Life Insurance
Required Minimum Distributions (RMDs)