I work at Wells Fargo Advisors in Virginia Beach with Tim Coffey. A few weeks ago Tim was meeting with Kevin Rach about a mutual client, and he brought up a prospective client we have. He is thr beneficiary of a trust that is managed by Bank of America, and he is unhappy with their service. Kevin mentioned a Uni-Trust. I was hoping to send a copy of the clients trust so we can start looking at options for him. What is the best way to go about getting you this information? 

- Joanne Maguire

 - 757.498.6204